Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $61,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,085 | $45,109-55.5% | $85,187-76.4% | $77,736-74.2% |
| Participation rate | 55.9% | 48.7%+7.2pp | 67.5%-11.6pp | 70.6%-14.7pp |
| Annual return | 12.35% | 79.55%-67.2pp | 66.67%-54.3pp | 31.26%-18.9pp |
| Employer contribution / active EE | $602 | $1,602-62.4% | $2,732-78.0% | $2,728-77.9% |
| Participant deferral / active EE | $1,663 | $2,814-40.9% | $4,525-63.3% | $4,651-64.2% |
| Admin fee / account holder | $14 | $915-98.5% | $6,162-99.8% | $433-96.7% |