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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 | $65,084+16.4% | $67,681+12.0% | $64,340+17.8% |
| Participation rate | 98.0% | 66.7%+31.3pp | 73.7%+24.3pp | 55.2%+42.8pp |
| Annual return | 11.83% | 20.50%-8.7pp | 590.58%-578.8pp | 24.14%-12.3pp |
| Employer contribution / active EE | $3,045 | $2,398+26.9% | $2,678+13.7% | $1,862+63.5% |
| Participant deferral / active EE | $3,029 | $3,210-5.6% | $3,976-23.8% | $2,980+1.6% |
| Admin fee / account holder | $178 | $1,415-87.4% | $6,100-97.1% | $3,703-95.2% |