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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $39,969 |
Participant contribution per participant 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 | $40,907 | $55,472-26.3% | $155,567-73.7% | $74,546-45.1% |
| Participation rate | 87.8% | 61.9%+25.9pp | 78.2%+9.6pp | 67.2%+20.6pp |
| Annual return | 14.28% | 268.72%-254.4pp | 64.74%-50.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,179 | $2,269-3.9% | $4,674-53.4% | $2,624-17.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3 | $1,743-99.9% | $15,916-100.0% | $1,944-99.9% |