Filed January 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $23,610 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $21,016 |
Filed as: AMERICAN UNITED LIFE INSURNACE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $1,290 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN UNIFED LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,858 | $57,108-25.0% | $94,229-54.5% | $52,331-18.1% |
| Participation rate | 63.2% | 72.9%-9.7pp | 78.8%-15.6pp | 68.1%-4.9pp |
| Annual return | -2.47% | 1.47%-3.9pp | 10.68%-13.2pp | 4.54%-7.0pp |
| Employer contribution / active EE | $564 | $1,735-67.5% | $3,587-84.3% | $1,882-70.0% |
| Participant deferral / active EE | $1,854 | $3,040-39.0% | $4,320-57.1% | $3,022-38.7% |
| Admin fee / account holder | $157 | $546-71.2% | $6,269-97.5% | $592-73.4% |