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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $236,531 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $149,030 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $31,621 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,223 | $89,123+45.0% | $102,460+26.1% | $77,762+66.2% |
| Participation rate | 95.6% | 80.9%+14.7pp | 76.5%+19.1pp | 70.6%+25.0pp |
| Annual return | 15.58% | 25.05%-9.5pp | 29.47%-13.9pp | 31.27%-15.7pp |
| Employer contribution / active EE | $5,758 | $2,700+113.3% | $3,025+90.3% | $2,728+111.1% |
| Participant deferral / active EE | $8,125 | $5,148+57.8% | $5,056+60.7% | $4,651+74.7% |
| Admin fee / account holder | $30 | $236-87.2% | $9,460-99.7% | $433-93.0% |