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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENJAMIN F EDWARDS COMPANY Service code 26 · EIN 26-3199152 | Advisory (Participants) | $6,613 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $5,451 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,343 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $466 |
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 | $12,999 | $52,961-75.5% | $172,755-92.5% | $65,185-80.1% |
| Participation rate | 80.6% | 66.2%+14.4pp | 82.6%-2.0pp | 70.2%+10.4pp |
| Annual return | 6.24% | 30.12%-23.9pp | 802.94%-796.7pp | 29.38%-23.1pp |
| Employer contribution / active EE | $365 | $2,190-83.3% | $5,144-92.9% | $2,177-83.2% |
| Participant deferral / active EE | $1,708 | $2,471-30.9% | $5,198-67.1% | $3,514-51.4% |
| Admin fee / account holder | $84 | $472-82.2% | $13,955-99.4% | $847-90.1% |