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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 | $45,343-61.6% | $150,298-88.4% | $67,986-74.4% |
| Participation rate | 87.7% | 51.9%+35.9pp | 77.8%+10.0pp | 57.2%+30.5pp |
| Annual return | 10.49% | 33.28%-22.8pp | 62.79%-52.3pp | 31.67%-21.2pp |
| Employer contribution / active EE | $664 | $1,462-54.6% | $4,154-84.0% | $2,019-67.1% |
| Participant deferral / active EE | $3,116 | $2,055+51.6% | $5,453-42.9% | $3,358-7.2% |
| Admin fee / account holder | $150 | $2,250-93.3% | $14,116-98.9% | $3,203-95.3% |