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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 | $55,446-20.9% | $155,574-71.8% | $74,429-41.0% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.9pp | 67.2%+2.1pp |
| Annual return | 15.09% | 269.20%-254.1pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,231 | $2,266-45.7% | $4,676-73.7% | $2,625-53.1% |
| Participant deferral / active EE | $2,472 | $2,836-12.8% | $5,629-56.1% | $4,348-43.1% |
| Admin fee / account holder | $8 | $1,743-99.5% | $15,914-99.9% | $1,944-99.6% |