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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 | $64,705+17.1% | $62,929+20.4% | $67,986+11.5% |
| Participation rate | 98.0% | 65.6%+32.4pp | 73.1%+24.9pp | 57.2%+40.8pp |
| Annual return | 11.83% | 20.31%-8.5pp | 1063.93%-1052.1pp | 31.67%-19.8pp |
| Employer contribution / active EE | $3,045 | $2,376+28.2% | $2,505+21.6% | $2,019+50.8% |
| Participant deferral / active EE | $3,029 | $3,198-5.3% | $3,888-22.1% | $3,358-9.8% |
| Admin fee / account holder | $178 | $1,428-87.6% | $5,065-96.5% | $3,203-94.5% |