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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $7,562 |
Service code 37 · EIN 35-0145825 | Loan Processing | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,547 | $56,443-63.6% | $83,830-75.5% | $55,725-63.1% |
| Participation rate | 9.1% | 72.0%-63.0pp | 76.1%-67.1pp | 70.9%-61.8pp |
| Annual return | 2279.46% | 393.67%+1885.8pp | 850.97%+1428.5pp | 244.93%+2034.5pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $237 | $2,965-92.0% | $4,082-94.2% | $3,356-92.9% |
| Admin fee / account holder | $11 | $156-93.1% | $5,479-99.8% | $115-90.6% |