Filed November 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 | Insurance mortality and expense charg... | $41 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,942 | $37,117+66.9% | $147,617-58.0% | $55,191+12.2% |
| Participation rate | 61.0% | 63.6%-2.7pp | 84.6%-23.7pp | 69.2%-8.2pp |
| Annual return | -0.20% | 3.44%-3.6pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,073 | $1,620-33.8% | $5,564-80.7% | $1,899-43.5% |
| Participant deferral / active EE | $1,727 | $1,985-13.0% | $4,895-64.7% | $3,046-43.3% |
| Admin fee / account holder | $86 | $86+0.8% | $11,612-99.3% | $91-5.0% |