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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 250 W. NORTH STREET · INDIANOPOLIS, IN 46202 | Recordkeeping | $11,141 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,767 | $30,423-84.3% | $56,025-91.5% | $74,478-93.6% |
| Participation rate | 85.5% | 32.9%+52.6pp | 52.5%+33.0pp | 67.2%+18.3pp |
| Annual return | 6.82% | 24.97%-18.2pp | 1712.69%-1705.9pp | 1370.56%-1363.7pp |
| Employer contribution / active EE | $1,427 | $610+133.9% | $1,042+37.0% | $2,626-45.7% |
| Participant deferral / active EE | $235 | $1,176-80.0% | $1,955-88.0% | $4,350-94.6% |
| Admin fee / account holder | $20 | $2,363-99.2% | $2,828-99.3% | $1,946-99.0% |