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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $20,481 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,174 | $48,314+49.4% | $67,561+6.8% | $80,925-10.8% |
| Participation rate | 74.6% | 66.4%+8.2pp | 72.9%+1.7pp | 67.7%+7.0pp |
| Annual return | 10.43% | 18.28%-7.8pp | 3525.44%-3515.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $3,372 | $2,022+66.8% | $2,735+23.3% | $2,756+22.4% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4 | $3,690-99.9% | $4,006-99.9% | $6,940-99.9% |