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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $19,073 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $9,904 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,096 | $65,322-14.1% | $70,494-20.4% | $73,497-23.7% |
| Participation rate | 98.0% | 77.0%+21.1pp | 75.1%+23.0pp | 70.7%+27.3pp |
| Annual return | 2.45% | 15.71%-13.3pp | 109.16%-106.7pp | 28.51%-26.1pp |
| Employer contribution / active EE | $2,792 | $2,460+13.5% | $2,738+2.0% | $2,270+23.0% |
| Participant deferral / active EE | $3,394 | $3,375+0.6% | $3,711-8.5% | $3,740-9.3% |
| Admin fee / account holder | $616 | $214+187.8% | $3,848-84.0% | $513+20.1% |