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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $20,726 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,288 | $62,686-74.0% | $178,505-90.9% | $77,762-79.1% |
| Participation rate | 79.7% | 66.9%+12.8pp | 77.1%+2.6pp | 70.6%+9.1pp |
| Annual return | 10.90% | 16.16%-5.3pp | 27.16%-16.3pp | 31.27%-20.4pp |
| Employer contribution / active EE | $807 | $1,914-57.8% | $3,955-79.6% | $2,728-70.4% |
| Participant deferral / active EE | $1,727 | $4,224-59.1% | $6,280-72.5% | $4,651-62.9% |
| Admin fee / account holder | $45 | $386-88.2% | $10,428-99.6% | $433-89.5% |