Filed June 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $17,817 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $11,239 |
Service code 52 | Indirect Investment Fees | $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 | $26,095 | $52,961-50.7% | $172,755-84.9% | $65,185-60.0% |
| Participation rate | 87.4% | 66.2%+21.2pp | 82.6%+4.7pp | 70.2%+17.2pp |
| Annual return | 20.75% | 30.12%-9.4pp | 802.94%-782.2pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,561 | $2,190-28.7% | $5,144-69.6% | $2,177-28.3% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $61 | $472-87.1% | $13,955-99.6% | $847-92.8% |