Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $63,455 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $484 |
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 | $45,967 | $47,456-3.1% | $172,753-73.4% | $77,775-40.9% |
| Participation rate | 93.8% | 66.3%+27.5pp | 82.6%+11.2pp | 73.2%+20.6pp |
| Annual return | 20.12% | 35.57%-15.4pp | 803.00%-782.9pp | 32.58%-12.5pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,386 | $2,560+71.4% | $5,198-15.6% | $3,966+10.6% |
| Admin fee / account holder | $1 | $81-99.0% | $13,956-100.0% | $100-99.2% |