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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,575 |
Service code 13 · EIN 26-0682871 | Contract Administrator | $7,992 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $23,458 | $73,638-68.1% | $95,964-75.6% | $73,497-68.1% |
| Participation rate | 55.8% | 76.2%-20.3pp | 77.1%-21.2pp | 70.7%-14.8pp |
| Annual return | 23.98% | 16.78%+7.2pp | 91.64%-67.7pp | 28.51%-4.5pp |
| Employer contribution / active EE | $1,279 | $1,863-31.4% | $2,541-49.7% | $2,270-43.7% |
| Participant deferral / active EE | $2,321 | $3,617-35.8% | $4,167-44.3% | $3,740-37.9% |
| Admin fee / account holder | $277 | $482-42.6% | $6,797-95.9% | $513-46.1% |