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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,169 |
Filed as: HUB INTERNATIONAL GULF SOUTH LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $7,845 |
Filed as: MATTHEWS CUTRER & LINDSAY PA Service code 10 · EIN 64-0897081 | Accounting | $7,000 |
Service code 26 · EIN 64-0936752 | Advisory (Participants) | $5,000 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,696 | $76,551-44.2% | $123,894-65.5% | $62,881-32.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.10% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,624 | $2,882+25.7% | $4,617-21.5% | $2,281+58.9% |
| Participant deferral / active EE | $1,940 | $4,840-59.9% | $5,984-67.6% | $3,203-39.4% |
| Admin fee / account holder | $184 | $4,826-96.2% | $8,357-97.8% | $4,296-95.7% |