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 | $86,795-57.1% | $67,681-45.0% | $64,728-42.5% |
| Participation rate | 88.7% | 71.7%+17.1pp | 73.7%+15.0pp | 57.9%+30.8pp |
| Annual return | 18.63% | 12.58%+6.0pp | 590.58%-572.0pp | 49.38%-30.8pp |
| Employer contribution / active EE | $3,075 | $2,837+8.4% | $2,678+14.8% | $2,243+37.1% |
| Participant deferral / active EE | $2,878 | $3,430-16.1% | $3,976-27.6% | $2,729+5.5% |
| Admin fee / account holder | $1 | $238-99.4% | $6,100-100.0% | $1,145-99.9% |