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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 | $43,749-47.9% | $158,223-85.6% | $65,306-65.1% |
| Participation rate | 92.7% | 56.9%+35.8pp | 79.2%+13.5pp | 57.7%+35.0pp |
| Annual return | 11.72% | 19.41%-7.7pp | 52.09%-40.4pp | 21.94%-10.2pp |
| Employer contribution / active EE | $744 | $1,497-50.3% | $4,109-81.9% | $1,967-62.2% |
| Participant deferral / active EE | $2,112 | $2,019+4.6% | $5,467-61.4% | $2,959-28.6% |
| Admin fee / account holder | $9 | $1,930-99.5% | $16,047-99.9% | $3,480-99.7% |