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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 | Other insurance wrap fees; Insurance ... | $17,425 |
WELL AND GOOD LLC1 year Service code 26 · EIN 05-1560115 | Advisory (Participants) | $8,743 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,841 | $49,255+86.5% | $70,494+30.3% | $79,856+15.0% |
| Participation rate | 59.0% | 69.2%-10.1pp | 75.1%-16.0pp | 69.6%-10.6pp |
| Annual return | 8.45% | 30.10%-21.7pp | 109.16%-100.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $2,969 | $2,100+41.4% | $2,738+8.4% | $2,471+20.1% |
| Participant deferral / active EE | $3,664 | $2,768+32.4% | $3,711-1.2% | $3,741-2.0% |
| Admin fee / account holder | $118 | $2,879-95.9% | $3,848-96.9% | $5,306-97.8% |