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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $60,261 |
CSENGE ADVISORY GROUP, LLC4 years Filed as: CSENGE ADVISORY GROUP Service code 26 · EIN 59-3643590 | Advisory (Participants) | $56,092 |
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 | $93,005 | $60,261+54.3% | $81,783+13.7% | $74,546+24.8% |
| Participation rate | 82.5% | 62.9%+19.7pp | 72.4%+10.2pp | 67.2%+15.3pp |
| Annual return | 6.38% | 16.88%-10.5pp | 775.05%-768.7pp | 1366.03%-1359.7pp |
| Employer contribution / active EE | $2,140 | $2,622-18.4% | $2,913-26.5% | $2,624-18.5% |
| Participant deferral / active EE | $2,884 | $3,388-14.9% | $4,320-33.3% | $4,347-33.7% |
| Admin fee / account holder | $2 | $1,482-99.9% | $7,380-100.0% | $1,944-99.9% |