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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 | $69,745-3.8% | $67,511-0.6% | $74,546-10.0% |
| Participation rate | 91.8% | 71.3%+20.4pp | 72.9%+18.9pp | 67.2%+24.5pp |
| Annual return | 12.10% | -40.37%+52.5pp | 3517.41%-3505.3pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $2,664 | $2,705-1.5% | $2,733-2.5% | $2,624+1.5% |
| Participant deferral / active EE | $3,144 | $3,636-13.5% | $4,000-21.4% | $4,347-27.7% |
| Admin fee / account holder | $130 | $894-85.4% | $3,999-96.7% | $1,944-93.3% |