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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 | $500 |
Participant contribution per participant 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 | $2,955 | $26,549-88.9% | $61,501-95.2% | $66,949-95.6% |
| Participation rate | 84.8% | 38.1%+46.7pp | 52.6%+32.3pp | 69.8%+15.0pp |
| Annual return | 13.90% | -16.21%+30.1pp | 339.04%-325.1pp | 1.57%+12.3pp |
| Employer contribution / active EE | $1,558 | $651+139.1% | $1,160+34.3% | $2,545-38.8% |
| Participant deferral / active EE | $238 | $1,338-82.2% | $2,125-88.8% | $4,239-94.4% |
| Admin fee / account holder | $13 | $409-96.8% | $2,132-99.4% | $594-97.8% |