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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $12,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,407 | $47,766-51.0% | $82,763-71.7% | $64,824-63.9% |
| Participation rate | 50.7% | 67.7%-17.0pp | 72.6%-21.9pp | 71.5%-20.8pp |
| Annual return | -11.43% | -13.06%+1.6pp | 702.45%-713.9pp | 32.84%-44.3pp |
| Employer contribution / active EE | $501 | $2,182-77.0% | $3,008-83.4% | $2,507-80.0% |
| Participant deferral / active EE | $897 | $3,332-73.1% | $4,395-79.6% | $4,311-79.2% |
| Admin fee / account holder | $59 | $143-59.0% | $5,325-98.9% | $188-68.8% |