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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $5,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,979 | $44,425-75.3% | $67,834-83.8% | $55,167-80.1% |
| Participation rate | 41.1% | 59.7%-18.6pp | 68.8%-27.7pp | 69.0%-27.9pp |
| Annual return | 5.15% | 17.80%-12.6pp | 138.47%-133.3pp | 169.23%-164.1pp |
| Employer contribution / active EE | $542 | $1,351-59.9% | $2,403-77.4% | $1,963-72.4% |
| Participant deferral / active EE | $1,032 | $2,166-52.4% | $3,160-67.3% | $3,054-66.2% |
| Admin fee / account holder | $5 | $530-99.1% | $4,622-99.9% | $504-99.0% |