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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $24,838 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,795 | $43,496-47.6% | $161,489-85.9% | $64,340-64.6% |
| Participation rate | 92.7% | 53.5%+39.2pp | 78.7%+14.0pp | 55.2%+37.5pp |
| Annual return | 11.72% | 20.76%-9.0pp | 89.72%-78.0pp | 24.14%-12.4pp |
| Employer contribution / active EE | $744 | $1,431-48.0% | $4,268-82.6% | $1,862-60.0% |
| Participant deferral / active EE | $2,112 | $1,996+5.8% | $5,630-62.5% | $2,980-29.2% |
| Admin fee / account holder | $9 | $2,330-99.6% | $16,006-99.9% | $3,703-99.8% |