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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 | $101,499+33.1% | $147,005-8.1% | $74,546+81.2% |
| Participation rate | 67.1% | 75.5%-8.4pp | 82.2%-15.1pp | 67.2%-0.1pp |
| Annual return | 15.35% | 8732.34%-8717.0pp | 418.76%-403.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,809 | $3,811-52.5% | $4,934-63.3% | $2,624-31.1% |
| Participant deferral / active EE | $7,248 | $7,304-0.8% | $8,070-10.2% | $4,347+66.7% |
| Admin fee / account holder | $26 | $1,748-98.5% | $13,006-99.8% | $1,944-98.7% |