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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $12,118 |
Filed as: MONEY INTELLIGENCE Service code 16 · EIN 45-5382552 | Consulting | $5,021 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,954 | $45,126-69.1% | $85,187-83.6% | $74,459-81.3% |
| Participation rate | 12.7% | 49.4%-36.7pp | 67.5%-54.8pp | 67.2%-54.5pp |
| Annual return | 10.26% | 26.30%-16.0pp | 66.67%-56.4pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,383 | $2,738-49.5% | $4,525-69.4% | $4,350-68.2% |
| Admin fee / account holder | $135 | $2,212-93.9% | $6,162-97.8% | $1,945-93.0% |