Filed June 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $13,330 |
Filed as: AMEERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
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 | $20,706 | $46,732-55.7% | $156,551-86.8% | $55,167-62.5% |
| Participation rate | 97.3% | 65.8%+31.5pp | 84.0%+13.3pp | 69.0%+28.3pp |
| Annual return | 7.60% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,537 | $2,105-27.0% | $5,501-72.1% | $1,963-21.7% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |