Filed January 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,395 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $21,449 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN UNIFED LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $2,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,106 | $63,924-31.0% | $108,582-59.4% | $55,167-20.1% |
| Participation rate | 59.2% | 74.3%-15.1pp | 79.6%-20.3pp | 69.0%-9.8pp |
| Annual return | 7.74% | 15.31%-7.6pp | -51.70%+59.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $532 | $1,879-71.7% | $3,758-85.8% | $1,963-72.9% |
| Participant deferral / active EE | $1,733 | $3,067-43.5% | $4,311-59.8% | $3,054-43.3% |
| Admin fee / account holder | $156 | $618-74.7% | $7,645-98.0% | $504-69.0% |