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 | $72,184 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,261 | $55,472+41.1% | $155,567-49.7% | $74,546+5.0% |
| Participation rate | 57.5% | 61.9%-4.4pp | 78.2%-20.7pp | 67.2%-9.7pp |
| Annual return | 14.02% | 268.72%-254.7pp | 64.74%-50.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,274 | $2,269-43.9% | $4,674-72.7% | $2,624-51.5% |
| Participant deferral / active EE | $2,438 | $2,838-14.1% | $5,628-56.7% | $4,347-43.9% |
| Admin fee / account holder | $6 | $1,743-99.7% | $15,916-100.0% | $1,944-99.7% |