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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CSENGE ADVISORY GROUP Service code 26 · EIN 59-3643590 | Advisory (Participants) | $82,997 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $43,868 |
Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $36,604 |
Filed as: THE VARIABLE ANNUITY LIFE INS CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $20,633 |
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 | $90,202 | $63,768+41.5% | $98,483-8.4% | $79,391+13.6% |
| Participation rate | 94.9% | 69.9%+25.0pp | 73.3%+21.5pp | 70.7%+24.2pp |
| Annual return | 7.92% | 626.18%-618.3pp | 1494.38%-1486.5pp | 116.88%-109.0pp |
| Employer contribution / active EE | $2,217 | $2,558-13.3% | $2,961-25.1% | $2,428-8.7% |
| Participant deferral / active EE | $2,730 | $3,305-17.4% | $4,276-36.2% | $4,046-32.5% |
| Admin fee / account holder | $13 | $516-97.4% | $5,953-99.8% | $627-97.9% |