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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $131,055 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $50,426 |
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 | $75,786 | $65,072+16.5% | $66,439+14.1% | $65,306+16.0% |
| Participation rate | 98.0% | 69.1%+29.0pp | 74.5%+23.5pp | 57.7%+40.4pp |
| Annual return | 11.83% | 21.50%-9.7pp | 757.66%-745.8pp | 21.94%-10.1pp |
| Employer contribution / active EE | $3,045 | $2,475+23.0% | $2,637+15.5% | $1,967+54.8% |
| Participant deferral / active EE | $3,029 | $3,234-6.3% | $3,876-21.9% | $2,959+2.4% |
| Admin fee / account holder | $178 | $1,323-86.6% | $6,173-97.1% | $3,480-94.9% |