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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $53,508 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $20,566 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,824 | $55,482-48.0% | $76,051-62.1% | $77,692-62.9% |
| Participation rate | 83.6% | 63.7%+19.9pp | 69.1%+14.5pp | 70.6%+13.0pp |
| Annual return | 13.61% | 17.09%-3.5pp | 360.42%-346.8pp | 31.25%-17.6pp |
| Employer contribution / active EE | $1,760 | $1,792-1.8% | $2,690-34.6% | $2,726-35.4% |
| Participant deferral / active EE | $2,198 | $3,455-36.4% | $4,257-48.4% | $4,648-52.7% |
| Admin fee / account holder | $18 | $407-95.5% | $6,416-99.7% | $431-95.7% |