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 | $743 |
ERISA SERVICES, INC.1 year Service code 28 · EIN 62-1200951 | Investment Management | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,464 | $80,753+24.4% | $136,298-26.3% | $62,293+61.3% |
| Participation rate | 80.8% | 73.5%+7.3pp | 81.9%-1.1pp | 69.5%+11.3pp |
| Annual return | 17.12% | 35.83%-18.7pp | 5156.27%-5139.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,939 | $2,884-32.8% | $4,696-58.7% | $2,042-5.1% |
| Participant deferral / active EE | $5,035 | $5,164-2.5% | $6,247-19.4% | $3,169+58.9% |
| Admin fee / account holder | $16 | $525-96.9% | $9,244-99.8% | $479-96.6% |