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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 | $55,423-20.8% | $155,602-71.8% | $74,400-41.0% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.8pp | 67.2%+2.1pp |
| Annual return | 15.09% | 269.07%-254.0pp | 64.81%-49.7pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $1,231 | $2,266-45.7% | $4,675-73.7% | $2,624-53.1% |
| Participant deferral / active EE | $2,472 | $2,835-12.8% | $5,629-56.1% | $4,348-43.1% |
| Admin fee / account holder | $8 | $1,744-99.5% | $15,923-99.9% | $1,944-99.6% |