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 | $84,045-55.7% | $77,361-51.9% | $69,255-46.3% |
| Participation rate | 88.7% | 71.8%+16.9pp | 75.0%+13.8pp | 69.0%+19.7pp |
| Annual return | 18.63% | 12.46%+6.2pp | 1011.54%-992.9pp | 26.73%-8.1pp |
| Employer contribution / active EE | $3,075 | $2,954+4.1% | $2,990+2.9% | $2,645+16.3% |
| Participant deferral / active EE | $2,878 | $3,349-14.1% | $3,911-26.4% | $2,890-0.4% |
| Admin fee / account holder | $1 | $239-99.4% | $5,894-100.0% | $733-99.8% |