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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 38 · EIN 35-0145825 | Participant Communication | $61,310 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,624 | $88,083-25.5% | $164,813-60.2% | $74,495-11.9% |
| Participation rate | 76.0% | 73.0%+3.0pp | 78.6%-2.6pp | 67.2%+8.8pp |
| Annual return | 11.25% | 17.26%-6.0pp | 69.93%-58.7pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $219 | $2,593-91.5% | $4,341-94.9% | $2,623-91.6% |
| Participant deferral / active EE | $2,713 | $4,498-39.7% | $6,031-55.0% | $4,346-37.6% |
| Admin fee / account holder | $363 | $2,234-83.8% | $12,690-97.1% | $1,942-81.3% |