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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $27,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,888 | $55,470+62.0% | $155,556-42.2% | $74,478+20.7% |
| Participation rate | 52.5% | 61.9%-9.4pp | 78.2%-25.7pp | 67.2%-14.7pp |
| Annual return | 8.86% | 269.80%-260.9pp | 64.84%-56.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $1,710 | $2,267-24.6% | $4,675-63.4% | $2,626-34.9% |
| Participant deferral / active EE | $2,113 | $2,838-25.6% | $5,631-62.5% | $4,350-51.4% |
| Admin fee / account holder | $1 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |