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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $23,455 |
Service code 37 · EIN 35-0145825 | Loan Processing | $564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,577 | $75,183-39.4% | $123,894-63.2% | $55,167-17.4% |
| Participation rate | 41.7% | 72.8%-31.1pp | 81.4%-39.7pp | 69.0%-27.3pp |
| Annual return | 9.74% | 19.01%-9.3pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $676 | $2,823-76.0% | $4,617-85.4% | $1,963-65.5% |
| Participant deferral / active EE | $1,627 | $5,084-68.0% | $5,984-72.8% | $3,054-46.7% |
| Admin fee / account holder | $7 | $663-99.0% | $8,357-99.9% | $504-98.7% |