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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $88,298 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $48,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $120,895 | $54,193+123.1% | $93,669+29.1% | $77,714+55.6% |
| Participation rate | 22.8% | 63.9%-41.1pp | 68.7%-45.9pp | 70.6%-47.8pp |
| Annual return | 17.66% | 30.54%-12.9pp | 133.59%-115.9pp | 31.26%-13.6pp |
| Employer contribution / active EE | $190 | $1,168-83.7% | $2,424-92.2% | $2,727-93.0% |
| Participant deferral / active EE | $2,153 | $3,144-31.5% | $4,416-51.2% | $4,649-53.7% |
| Admin fee / account holder | $14 | $576-97.6% | $8,291-99.8% | $433-96.8% |