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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $132,431 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $47,288 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES LLC Service code 15 · EIN 62-1700633 | Recordkeeping | $38,508 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,121 | $69,774-3.8% | $67,575-0.7% | $74,459-9.9% |
| Participation rate | 91.8% | 71.4%+20.4pp | 72.9%+18.8pp | 67.2%+24.5pp |
| Annual return | 12.10% | -40.53%+52.6pp | 3528.98%-3516.9pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $2,664 | $2,710-1.7% | $2,736-2.6% | $2,626+1.4% |
| Participant deferral / active EE | $3,144 | $3,636-13.5% | $4,003-21.5% | $4,350-27.7% |
| Admin fee / account holder | $130 | $890-85.4% | $3,993-96.7% | $1,945-93.3% |