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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 | $106,264-48.4% | $147,117-62.8% | $77,762-29.5% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 33.75% | 56.94%-23.2pp | 420.54%-386.8pp | 31.27%+2.5pp |
| Employer contribution / active EE | $2,884 | $4,074-29.2% | $4,932-41.5% | $2,728+5.7% |
| Participant deferral / active EE | $4,530 | $8,003-43.4% | $8,065-43.8% | $4,651-2.6% |
| Admin fee / account holder | $8 | $334-97.7% | $12,993-99.9% | $433-98.2% |