Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $19,503 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE INC Service code 15 · EIN 35-0500670 | Recordkeeping | $1,090 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,904 | $36,916-46.1% | $156,551-87.3% | $57,658-65.5% |
| Participation rate | 70.6% | 63.4%+7.1pp | 84.0%-13.5pp | 70.2%+0.3pp |
| Annual return | -0.33% | 12.38%-12.7pp | 32.23%-32.6pp | 5.13%-5.5pp |
| Employer contribution / active EE | $715 | $1,571-54.5% | $5,501-87.0% | $1,974-63.8% |
| Participant deferral / active EE | $2,154 | $1,926+11.9% | $4,871-55.8% | $3,061-29.6% |
| Admin fee / account holder | $8 | $82-90.7% | $13,028-99.9% | $95-91.9% |