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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,757 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,169 | $65,376-79.9% | $87,104-84.9% | $65,185-79.8% |
| Participation rate | 65.0% | 75.3%-10.3pp | 76.9%-11.9pp | 70.2%-5.2pp |
| Annual return | 21.99% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,233 | $1,822-32.3% | $2,521-51.1% | $2,177-43.4% |
| Participant deferral / active EE | $2,174 | $3,388-35.8% | $4,048-46.3% | $3,514-38.1% |
| Admin fee / account holder | $76 | $520-85.4% | $7,491-99.0% | $847-91.0% |