Filed May 29, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,442 | $52,467-51.5% | $57,196-55.5% | $55,167-53.9% |
| Participation rate | 59.7% | 75.8%-16.2pp | 75.3%-15.7pp | 69.0%-9.3pp |
| Annual return | 6.27% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,483 | $2,477-40.2% | $2,683-44.7% | $1,963-24.5% |
| Participant deferral / active EE | $2,168 | $2,830-23.4% | $3,096-30.0% | $3,054-29.0% |
| Admin fee / account holder | $8 | $269-97.1% | $3,141-99.8% | $504-98.5% |