Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,999 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,036 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,873 | $36,767-40.5% | $81,473-73.2% | $62,293-64.9% |
| Participation rate | 99.5% | 54.4%+45.0pp | 68.0%+31.5pp | 69.5%+29.9pp |
| Annual return | 11.65% | 173.80%-162.2pp | 38.78%-27.1pp | 28.90%-17.3pp |
| Employer contribution / active EE | $2,206 | $1,128+95.6% | $2,568-14.1% | $2,042+8.0% |
| Participant deferral / active EE | $2,248 | $2,111+6.5% | $3,537-36.5% | $3,169-29.1% |
| Admin fee / account holder | $108 | $797-86.4% | $4,561-97.6% | $479-77.4% |