Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $76,959 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,222 | $93,351-60.1% | $62,929-40.8% | $79,634-53.3% |
| Participation rate | 88.7% | 74.6%+14.1pp | 73.1%+15.6pp | 62.5%+26.3pp |
| Annual return | 18.63% | 14.37%+4.3pp | 1063.93%-1045.3pp | 36.46%-17.8pp |
| Employer contribution / active EE | $3,075 | $3,135-1.9% | $2,505+22.8% | $2,529+21.6% |
| Participant deferral / active EE | $2,878 | $3,921-26.6% | $3,888-26.0% | $3,835-24.9% |
| Admin fee / account holder | $1 | $229-99.4% | $5,065-100.0% | $1,002-99.9% |