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 |
|---|---|---|
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 | $55,446-26.2% | $155,574-73.7% | $74,429-45.0% |
| Participation rate | 87.8% | 61.9%+25.9pp | 78.2%+9.6pp | 67.2%+20.6pp |
| Annual return | 14.28% | 269.20%-254.9pp | 64.87%-50.6pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $2,179 | $2,266-3.8% | $4,676-53.4% | $2,625-17.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3 | $1,743-99.9% | $15,914-100.0% | $1,944-99.9% |