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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $51,039 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,151 | $55,472+62.5% | $155,567-42.1% | $74,546+20.9% |
| Participation rate | 82.1% | 61.9%+20.2pp | 78.2%+3.9pp | 67.2%+14.9pp |
| Annual return | 12.66% | 268.72%-256.1pp | 64.74%-52.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $2,521 | $2,269+11.1% | $4,674-46.1% | $2,624-3.9% |
| Participant deferral / active EE | $6,092 | $2,838+114.7% | $5,628+8.2% | $4,347+40.1% |
| Admin fee / account holder | $6 | $1,743-99.7% | $15,916-100.0% | $1,944-99.7% |