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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $83,678 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,791 | $106,247-48.4% | $147,096-62.8% | $77,714-29.5% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 33.75% | 56.87%-23.1pp | 419.75%-386.0pp | 31.26%+2.5pp |
| Employer contribution / active EE | $2,884 | $4,069-29.1% | $4,936-41.6% | $2,727+5.8% |
| Participant deferral / active EE | $4,530 | $7,996-43.4% | $8,071-43.9% | $4,649-2.6% |
| Admin fee / account holder | $8 | $338-97.7% | $13,005-99.9% | $433-98.2% |