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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,415 |
ERISA SERVICES, INC.2 years Service code 28 · EIN 62-1200951 | Investment Management | $0 |
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 | $84,826 | $73,102+16.0% | $123,549-31.3% | $56,287+50.7% |
| Participation rate | 81.3% | 74.3%+7.0pp | 82.3%-1.0pp | 69.9%+11.4pp |
| Annual return | -4.07% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,976 | $2,977-33.6% | $4,628-57.3% | $2,111-6.4% |
| Participant deferral / active EE | $5,511 | $5,423+1.6% | $6,426-14.2% | $3,350+64.5% |
| Admin fee / account holder | $24 | $554-95.7% | $9,284-99.7% | $521-95.4% |