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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $41,726 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4291971 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Participants) | $9,087 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,609 | $55,437-17.7% | $155,534-70.7% | $74,459-38.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.84% | 269.58%-256.7pp | 64.92%-52.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,398 | $2,837+55.0% | $5,630-21.9% | $4,350+1.1% |
| Admin fee / account holder | $39 | $1,742-97.8% | $15,900-99.8% | $1,945-98.0% |