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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $131,055 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $50,426 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,786 | $67,594+12.1% | $77,361-2.0% | $69,733+8.7% |
| Participation rate | 98.0% | 71.7%+26.3pp | 75.0%+23.1pp | 62.5%+35.6pp |
| Annual return | 11.83% | 19.20%-7.4pp | 1011.54%-999.7pp | 15.22%-3.4pp |
| Employer contribution / active EE | $3,045 | $2,649+14.9% | $2,990+1.8% | $2,250+35.3% |
| Participant deferral / active EE | $3,029 | $3,401-10.9% | $3,911-22.5% | $3,054-0.8% |
| Admin fee / account holder | $178 | $1,159-84.7% | $5,894-97.0% | $3,102-94.3% |