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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 | $43,749-60.2% | $158,223-89.0% | $65,306-73.3% |
| Participation rate | 87.7% | 56.9%+30.9pp | 79.2%+8.5pp | 57.7%+30.1pp |
| Annual return | 10.49% | 19.41%-8.9pp | 52.09%-41.6pp | 21.94%-11.5pp |
| Employer contribution / active EE | $664 | $1,497-55.6% | $4,109-83.8% | $1,967-66.2% |
| Participant deferral / active EE | $3,116 | $2,019+54.3% | $5,467-43.0% | $2,959+5.3% |
| Admin fee / account holder | $150 | $1,930-92.2% | $16,047-99.1% | $3,480-95.7% |