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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $21,373 |
Service code 52 | Indirect Investment Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,268 | $65,041+12.6% | $90,965-19.5% | $79,858-8.3% |
| Participation rate | 43.9% | 61.6%-17.7pp | 69.0%-25.1pp | 69.6%-25.8pp |
| Annual return | 12.89% | 30.45%-17.6pp | 134.57%-121.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $158 | $1,247-87.3% | $2,122-92.5% | $2,471-93.6% |
| Participant deferral / active EE | $1,665 | $2,512-33.7% | $3,373-50.7% | $3,740-55.5% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,960-100.0% | $5,306-100.0% |