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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 | $1,574 |
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 | $3,859 | $27,800-86.1% | $58,507-93.4% | $71,529-94.6% |
| Participation rate | 83.2% | 34.6%+48.6pp | 50.9%+32.4pp | 67.9%+15.3pp |
| Annual return | 10.70% | 26.80%-16.1pp | 4252.32%-4241.6pp | 28.97%-18.3pp |
| Employer contribution / active EE | $1,375 | $632+117.7% | $1,053+30.5% | $2,590-46.9% |
| Participant deferral / active EE | $259 | $1,208-78.6% | $1,922-86.5% | $4,291-94.0% |
| Admin fee / account holder | $19 | $1,637-98.8% | $2,486-99.2% | $1,588-98.8% |