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| 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 | $101,591+33.0% | $147,096-8.2% | $74,429+81.5% |
| Participation rate | 67.1% | 75.5%-8.4pp | 82.2%-15.1pp | 67.2%-0.1pp |
| Annual return | 15.35% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,809 | $3,813-52.6% | $4,936-63.4% | $2,625-31.1% |
| Participant deferral / active EE | $7,248 | $7,302-0.7% | $8,071-10.2% | $4,348+66.7% |
| Admin fee / account holder | $26 | $1,750-98.5% | $13,005-99.8% | $1,944-98.7% |