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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $38,202 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $13,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,734 | $50,919+13.4% | $155,556-62.9% | $77,762-25.8% |
| Participation rate | 40.0% | 63.1%-23.0pp | 78.2%-38.2pp | 70.6%-30.5pp |
| Annual return | 15.57% | 34.84%-19.3pp | 64.84%-49.3pp | 31.27%-15.7pp |
| Employer contribution / active EE | $447 | $1,991-77.6% | $4,675-90.4% | $2,728-83.6% |
| Participant deferral / active EE | $1,826 | $2,824-35.4% | $5,631-67.6% | $4,651-60.7% |
| Admin fee / account holder | $6 | $437-98.6% | $15,885-100.0% | $433-98.6% |