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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $28,134 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $19,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,334 | $58,911-45.1% | $129,384-75.0% | $77,736-58.4% |
| Participation rate | 31.9% | 59.4%-27.5pp | 69.6%-37.7pp | 70.6%-38.7pp |
| Annual return | 13.14% | 24.75%-11.6pp | 9461.77%-9448.6pp | 31.26%-18.1pp |
| Employer contribution / active EE | $549 | $1,955-71.9% | $4,153-86.8% | $2,728-79.9% |
| Participant deferral / active EE | $873 | $3,220-72.9% | $4,166-79.0% | $4,651-81.2% |
| Admin fee / account holder | $74 | $592-87.5% | $7,686-99.0% | $433-82.9% |