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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,165 |
Filed as: AMERICAN UNITED LIFE INSURANCE E CO Service code 52 | Indirect Investment Fees | $0 |
GREGORY BURGE3+ years Service code 22 · EIN 77-0544712 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,603 | $69,305-67.4% | $82,313-72.5% | $69,631-67.5% |
| Participation rate | 91.9% | 80.3%+11.7pp | 76.9%+15.0pp | 70.7%+21.2pp |
| Annual return | 9.06% | 21.47%-12.4pp | 25.88%-16.8pp | 27571.02%-27562.0pp |
| Employer contribution / active EE | $366 | $1,887-80.6% | $2,428-84.9% | $2,032-82.0% |
| Participant deferral / active EE | $2,717 | $3,568-23.9% | $3,706-26.7% | $3,224-15.7% |
| Admin fee / account holder | $5 | $97-95.2% | $5,608-99.9% | $110-95.8% |