Filed November 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $37,993 |
ANEW ADVISORS LLC4 years Service code 16 · EIN 87-1992226 | Consulting | $22,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,554 | $55,470-44.9% | $155,556-80.4% | $74,478-59.0% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.2pp | 67.2%-19.2pp |
| Annual return | 11.14% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $213 | $2,267-90.6% | $4,675-95.4% | $2,626-91.9% |
| Participant deferral / active EE | $1,269 | $2,838-55.3% | $5,631-77.5% | $4,350-70.8% |
| Admin fee / account holder | $6 | $1,744-99.7% | $15,885-100.0% | $1,946-99.7% |