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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $7,739 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,048 | $60,454-68.5% | $81,844-76.7% | $74,459-74.4% |
| Participation rate | 25.6% | 63.0%-37.4pp | 72.4%-46.8pp | 67.2%-41.6pp |
| Annual return | 14.32% | 16.87%-2.5pp | 778.87%-764.6pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $627 | $2,630-76.2% | $2,916-78.5% | $2,626-76.1% |
| Participant deferral / active EE | $2,792 | $3,398-17.8% | $4,323-35.4% | $4,350-35.8% |
| Admin fee / account holder | $4 | $1,490-99.8% | $7,355-100.0% | $1,945-99.8% |