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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $70,560 |
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $33,373 |
Filed as: GROSS MENDELSOHN & ASSOC PA Service code 10 · EIN 52-0982413 | Accounting | $9,638 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,025 | $50,919-52.8% | $155,556-84.6% | $77,762-69.1% |
| Participation rate | 93.1% | 63.1%+30.1pp | 78.2%+14.9pp | 70.6%+22.6pp |
| Annual return | 10.91% | 34.84%-23.9pp | 64.84%-53.9pp | 31.27%-20.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,779 | $2,824-37.0% | $5,631-68.4% | $4,651-61.7% |
| Admin fee / account holder | $40 | $437-90.7% | $15,885-99.7% | $433-90.7% |