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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $13,972 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,699 | $87,132-16.6% | $105,624-31.2% | $80,959-10.2% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.4pp | 67.7%+30.0pp |
| Annual return | 10.47% | 17.03%-6.6pp | 116.20%-105.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,857 | $2,397+19.2% | $3,168-9.8% | $2,757+3.6% |
| Participant deferral / active EE | $5,484 | $3,985+37.6% | $5,013+9.4% | $4,300+27.5% |
| Admin fee / account holder | $33 | $8,449-99.6% | $10,961-99.7% | $6,925-99.5% |