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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $67,836 |
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 | $56,961 | $55,470+2.7% | $155,556-63.4% | $74,478-23.5% |
| Participation rate | 62.9% | 61.9%+1.0pp | 78.2%-15.3pp | 67.2%-4.3pp |
| Annual return | 14.67% | 269.80%-255.1pp | 64.84%-50.2pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $631 | $2,267-72.2% | $4,675-86.5% | $2,626-76.0% |
| Participant deferral / active EE | $2,780 | $2,838-2.0% | $5,631-50.6% | $4,350-36.1% |
| Admin fee / account holder | $4 | $1,744-99.8% | $15,885-100.0% | $1,946-99.8% |