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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $125,045 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $44,578 |
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 | $72,204 | $74,706-3.3% | $75,731-4.7% | $79,389-9.1% |
| Participation rate | 97.6% | 75.3%+22.3pp | 74.8%+22.8pp | 70.7%+26.9pp |
| Annual return | 27.54% | 18.52%+9.0pp | 104.65%-77.1pp | 116.89%-89.4pp |
| Employer contribution / active EE | $2,078 | $2,590-19.8% | $2,743-24.2% | $2,428-14.4% |
| Participant deferral / active EE | $3,121 | $3,533-11.7% | $3,820-18.3% | $4,046-22.9% |
| Admin fee / account holder | $27 | $374-92.9% | $3,620-99.3% | $626-95.7% |