Filed October 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 75-0939949 | Recordkeeping | $12,527 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $3,271 |
RPA FINANCIAL, LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,576 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,628 | $69,708-51.8% | $67,560-50.2% | $74,478-54.8% |
| Participation rate | 82.1% | 71.4%+10.7pp | 72.9%+9.2pp | 67.2%+14.9pp |
| Annual return | 18.26% | -40.67%+58.9pp | 3533.50%-3515.2pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $426 | $2,715-84.3% | $2,737-84.4% | $2,626-83.8% |
| Participant deferral / active EE | $2,103 | $3,637-42.2% | $4,004-47.5% | $4,350-51.7% |
| Admin fee / account holder | $52 | $887-94.1% | $3,994-98.7% | $1,946-97.3% |