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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $1,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,599 | $55,472-21.4% | $155,567-72.0% | $74,546-41.5% |
| Participation rate | 46.5% | 61.9%-15.4pp | 78.2%-31.7pp | 67.2%-20.7pp |
| Annual return | 13.94% | 268.72%-254.8pp | 64.74%-50.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $847 | $2,269-62.7% | $4,674-81.9% | $2,624-67.7% |
| Participant deferral / active EE | $2,820 | $2,838-0.6% | $5,628-49.9% | $4,347-35.1% |
| Admin fee / account holder | $33 | $1,743-98.1% | $15,916-99.8% | $1,944-98.3% |