Filed January 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $19,522 |
Filed as: AMERCIAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $135 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,982 | $46,360-33.2% | $147,617-79.0% | $52,331-40.8% |
| Participation rate | 85.2% | 64.9%+20.3pp | 84.6%+0.6pp | 68.1%+17.1pp |
| Annual return | -0.39% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,303 | $2,258+2.0% | $4,895-52.9% | $3,022-23.8% |
| Admin fee / account holder | $1 | $766-99.9% | $11,612-100.0% | $592-99.9% |