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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $3,938 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,715 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $810 |
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 | $10,355 | $55,453-81.3% | $170,435-93.9% | $62,293-83.4% |
| Participation rate | 75.9% | 66.4%+9.5pp | 83.6%-7.7pp | 69.5%+6.4pp |
| Annual return | 15.61% | 21.38%-5.8pp | 205.94%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $387 | $2,164-82.1% | $5,432-92.9% | $2,042-81.0% |
| Participant deferral / active EE | $1,815 | $2,303-21.2% | $4,939-63.3% | $3,169-42.7% |
| Admin fee / account holder | $81 | $455-82.3% | $13,881-99.4% | $479-83.2% |