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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $30,636 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,264 | $46,360-41.2% | $147,617-81.5% | $52,331-47.9% |
| Participation rate | 56.1% | 64.9%-8.8pp | 84.6%-28.5pp | 68.1%-12.0pp |
| Annual return | 0.18% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,869 | $2,258-17.2% | $4,895-61.8% | $3,022-38.2% |
| Admin fee / account holder | $11 | $766-98.5% | $11,612-99.9% | $592-98.1% |