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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,714 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,662 | $55,453-93.4% | $170,435-97.9% | $62,293-94.1% |
| Participation rate | 96.0% | 66.4%+29.6pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 17.95% | 21.38%-3.4pp | 205.94%-188.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,055 | $2,164-51.2% | $5,432-80.6% | $2,042-48.3% |
| Participant deferral / active EE | $1,610 | $2,303-30.1% | $4,939-67.4% | $3,169-49.2% |
| Admin fee / account holder | $14 | $455-97.0% | $13,881-99.9% | $479-97.2% |