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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $46,932 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4291971 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Participants) | $10,913 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,384 | $55,470-30.8% | $155,556-75.3% | $74,478-48.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.68% | 269.80%-258.1pp | 64.84%-53.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $2,743 | $2,267+21.0% | $4,675-41.3% | $2,626+4.4% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $34 | $1,744-98.0% | $15,885-99.8% | $1,946-98.2% |