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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 | $57,061+4.0% | $85,063-30.2% | $80,911-26.6% |
| Participation rate | 53.8% | 56.3%-2.5pp | 67.5%-13.7pp | 67.6%-13.8pp |
| Annual return | 14.51% | 21.66%-7.1pp | 66.54%-52.0pp | 35.63%-21.1pp |
| Employer contribution / active EE | $93 | $1,799-94.8% | $2,727-96.6% | $2,756-96.6% |
| Participant deferral / active EE | $981 | $3,110-68.5% | $4,523-78.3% | $4,297-77.2% |
| Admin fee / account holder | $983 | $4,986-80.3% | $6,155-84.0% | $6,935-85.8% |