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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $48,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,878 | $55,472-20.9% | $155,567-71.8% | $74,546-41.1% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.8pp | 67.2%+2.2pp |
| Annual return | 15.09% | 268.72%-253.6pp | 64.74%-49.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $1,231 | $2,269-45.7% | $4,674-73.7% | $2,624-53.1% |
| Participant deferral / active EE | $2,472 | $2,838-12.9% | $5,628-56.1% | $4,347-43.1% |
| Admin fee / account holder | $8 | $1,743-99.5% | $15,916-99.9% | $1,944-99.6% |