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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 52 | Indirect Investment Fees | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,366 | $57,140+3.9% | $85,240-30.4% | $80,959-26.7% |
| Participation rate | 53.8% | 56.4%-2.6pp | 67.5%-13.7pp | 67.7%-13.8pp |
| Annual return | 14.51% | 21.71%-7.2pp | 66.75%-52.2pp | 35.67%-21.2pp |
| Employer contribution / active EE | $93 | $1,802-94.9% | $2,735-96.6% | $2,757-96.6% |
| Participant deferral / active EE | $981 | $3,115-68.5% | $4,527-78.3% | $4,300-77.2% |
| Admin fee / account holder | $983 | $4,992-80.3% | $6,165-84.0% | $6,925-85.8% |