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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $80,803 |
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 | $42,828 | $50,919-15.9% | $155,556-72.5% | $77,762-44.9% |
| Participation rate | 73.5% | 63.1%+10.4pp | 78.2%-4.8pp | 70.6%+2.9pp |
| Annual return | 15.15% | 34.84%-19.7pp | 64.84%-49.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,560 | $1,991-21.7% | $4,675-66.6% | $2,728-42.8% |
| Participant deferral / active EE | $3,573 | $2,824+26.5% | $5,631-36.5% | $4,651-23.2% |
| Admin fee / account holder | $12 | $437-97.2% | $15,885-99.9% | $433-97.1% |