Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $52,397 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES Service code 28 · EIN 62-1200951 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,097 | $101,653+32.9% | $147,080-8.1% | $74,459+81.4% |
| Participation rate | 67.1% | 75.6%-8.5pp | 82.2%-15.1pp | 67.2%-0.1pp |
| Annual return | 15.35% | 8754.98%-8739.6pp | 420.17%-404.8pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $1,809 | $3,813-52.6% | $4,933-63.3% | $2,626-31.1% |
| Participant deferral / active EE | $7,248 | $7,304-0.8% | $8,066-10.1% | $4,350+66.6% |
| Admin fee / account holder | $26 | $1,752-98.5% | $12,989-99.8% | $1,945-98.7% |