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| 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 | $55,470+41.1% | $155,556-49.7% | $74,478+5.1% |
| Participation rate | 57.5% | 61.9%-4.4pp | 78.2%-20.7pp | 67.2%-9.7pp |
| Annual return | 14.02% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,274 | $2,267-43.8% | $4,675-72.8% | $2,626-51.5% |
| Participant deferral / active EE | $2,438 | $2,838-14.1% | $5,631-56.7% | $4,350-44.0% |
| Admin fee / account holder | $6 | $1,744-99.7% | $15,885-100.0% | $1,946-99.7% |