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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENJAMIN F EDWARDS COMPANY Service code 26 · EIN 26-3199152 | Advisory (Participants) | $5,978 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,145 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $1,913 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $560 |
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 | $12,404 | $47,977-74.1% | $154,111-92.0% | $56,287-78.0% |
| Participation rate | 77.4% | 66.2%+11.2pp | 83.0%-5.6pp | 69.9%+7.6pp |
| Annual return | 7.96% | 3.54%+4.4pp | 735.18%-727.2pp | -9.96%+17.9pp |
| Employer contribution / active EE | $345 | $2,169-84.1% | $5,298-93.5% | $2,111-83.7% |
| Participant deferral / active EE | $1,625 | $2,392-32.1% | $5,081-68.0% | $3,350-51.5% |
| Admin fee / account holder | $99 | $438-77.4% | $13,411-99.3% | $521-81.0% |