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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENJAMIN F EDWARDS COMPANY Service code 26 · EIN 26-3199152 | Advisory (Participants) | $15,088 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,296 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $5,211 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN UNITE LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANC CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIVE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,425 | $43,496-59.9% | $161,489-89.2% | $64,340-72.9% |
| Participation rate | 87.7% | 53.5%+34.2pp | 78.7%+9.0pp | 55.2%+32.5pp |
| Annual return | 10.49% | 20.76%-10.3pp | 89.72%-79.2pp | 24.14%-13.7pp |
| Employer contribution / active EE | $664 | $1,431-53.6% | $4,268-84.4% | $1,862-64.3% |
| Participant deferral / active EE | $3,116 | $1,996+56.1% | $5,630-44.7% | $2,980+4.5% |
| Admin fee / account holder | $150 | $2,330-93.6% | $16,006-99.1% | $3,703-96.0% |