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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $24,838 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,795 | $45,343-49.7% | $150,298-84.8% | $67,986-66.5% |
| Participation rate | 92.7% | 51.9%+40.9pp | 77.8%+15.0pp | 57.2%+35.5pp |
| Annual return | 11.44% | 33.28%-21.8pp | 62.79%-51.3pp | 31.67%-20.2pp |
| Employer contribution / active EE | $818 | $1,462-44.1% | $4,154-80.3% | $2,019-59.5% |
| Participant deferral / active EE | $2,112 | $2,055+2.8% | $5,453-61.3% | $3,358-37.1% |
| Admin fee / account holder | $9 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |