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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INS. CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $22,745 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,885 | $42,810-81.6% | $169,452-95.3% | $55,725-85.8% |
| Participation rate | 31.4% | 64.7%-33.4pp | 77.8%-46.4pp | 70.9%-39.5pp |
| Annual return | -4.75% | -3.61%-1.1pp | 1.83%-6.6pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,157-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $428 | $3,141-86.4% | $5,277-91.9% | $3,356-87.2% |
| Admin fee / account holder | $5 | $106-95.3% | $9,110-99.9% | $115-95.6% |