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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $22,981 |
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 | $74,906 | $52,353+43.1% | $120,225-37.7% | $82,448-9.1% |
| Participation rate | 71.6% | 58.3%+13.3pp | 69.6%+2.0pp | 68.1%+3.5pp |
| Annual return | 13.15% | 61.85%-48.7pp | 439.23%-426.1pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,144 | $1,510+108.2% | $3,475-9.6% | $2,551+23.2% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |