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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $140,026 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $48,922 |
CHERRY BEKAERT LLP1 year Service code 15 PO BOX 25549 · RICHARD, VA 23260 | Recordkeeping | $10,000 |
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 | $63,630 | $60,989+4.3% | $60,919+4.4% | $66,949-5.0% |
| Participation rate | 88.7% | 74.5%+14.2pp | 73.1%+15.6pp | 69.8%+18.9pp |
| Annual return | -11.62% | -9.60%-2.0pp | 16.96%-28.6pp | 1.57%-13.2pp |
| Employer contribution / active EE | $2,387 | $2,661-10.3% | $2,704-11.7% | $2,545-6.2% |
| Participant deferral / active EE | $3,106 | $3,615-14.1% | $3,814-18.6% | $4,239-26.7% |
| Admin fee / account holder | $238 | $338-29.8% | $3,228-92.6% | $594-60.0% |