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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 | $55,423-26.2% | $155,602-73.7% | $74,400-45.0% |
| Participation rate | 87.8% | 61.9%+25.9pp | 78.2%+9.6pp | 67.2%+20.6pp |
| Annual return | 14.28% | 269.07%-254.8pp | 64.81%-50.5pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $2,179 | $2,266-3.8% | $4,675-53.4% | $2,624-17.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3 | $1,744-99.9% | $15,923-100.0% | $1,944-99.9% |