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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INS. CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $6,150 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $3,604 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $984 |
Filed as: MASS MUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,002 | $46,732-85.0% | $156,551-95.5% | $55,167-87.3% |
| Participation rate | 77.3% | 65.8%+11.5pp | 84.0%-6.7pp | 69.0%+8.3pp |
| Annual return | -1.49% | 17.72%-19.2pp | 32.23%-33.7pp | 169.23%-170.7pp |
| Employer contribution / active EE | $383 | $2,105-81.8% | $5,501-93.0% | $1,963-80.5% |
| Participant deferral / active EE | $1,628 | $2,204-26.1% | $4,871-66.6% | $3,054-46.7% |
| Admin fee / account holder | $65 | $418-84.4% | $13,028-99.5% | $504-87.1% |