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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $123,787 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $44,364 |
CHERRY BEKAERT LLP2 years Service code 15 PO BOX 25549 · RICHARD, VA 23260 | Recordkeeping | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,633 | $65,582+4.7% | $64,097+7.1% | $71,529-4.0% |
| Participation rate | 95.0% | 73.2%+21.8pp | 72.3%+22.7pp | 67.9%+27.1pp |
| Annual return | 10.36% | 18.96%-8.6pp | 33.75%-23.4pp | 28.97%-18.6pp |
| Employer contribution / active EE | $2,854 | $2,671+6.9% | $2,750+3.8% | $2,590+10.2% |
| Participant deferral / active EE | $3,378 | $3,628-6.9% | $3,881-13.0% | $4,291-21.3% |
| Admin fee / account holder | $45 | $616-92.7% | $3,070-98.5% | $1,588-97.1% |