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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 | $60,454+53.8% | $81,844+13.6% | $74,459+24.9% |
| Participation rate | 82.5% | 63.0%+19.6pp | 72.4%+10.1pp | 67.2%+15.3pp |
| Annual return | 6.38% | 16.87%-10.5pp | 778.87%-772.5pp | 1369.70%-1363.3pp |
| Employer contribution / active EE | $2,140 | $2,630-18.6% | $2,916-26.6% | $2,626-18.5% |
| Participant deferral / active EE | $2,884 | $3,398-15.1% | $4,323-33.3% | $4,350-33.7% |
| Admin fee / account holder | $2 | $1,490-99.9% | $7,355-100.0% | $1,945-99.9% |