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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $32,534 |
Service code 52 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,033 | $55,453-35.0% | $170,435-78.9% | $62,293-42.2% |
| Participation rate | 73.1% | 66.4%+6.7pp | 83.6%-10.5pp | 69.5%+3.5pp |
| Annual return | 13.83% | 21.38%-7.6pp | 205.94%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $816 | $2,164-62.3% | $5,432-85.0% | $2,042-60.0% |
| Participant deferral / active EE | $1,465 | $2,303-36.4% | $4,939-70.3% | $3,169-53.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |