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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $97,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,271 | $92,055-29.1% | $106,213-38.5% | $77,643-15.9% |
| Participation rate | 52.0% | 81.0%-29.0pp | 75.3%-23.3pp | 70.6%-18.6pp |
| Annual return | 19.01% | 17.91%+1.1pp | 116.14%-97.1pp | 31.24%-12.2pp |
| Employer contribution / active EE | $1,229 | $3,367-63.5% | $3,171-61.3% | $2,726-54.9% |
| Participant deferral / active EE | $2,348 | $5,386-56.4% | $5,016-53.2% | $4,647-49.5% |
| Admin fee / account holder | $5 | $219-97.8% | $11,033-100.0% | $430-98.9% |