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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $27,981 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $9,998 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,206 | $55,423-72.6% | $155,602-90.2% | $74,400-79.6% |
| Participation rate | 90.4% | 61.9%+28.5pp | 78.2%+12.2pp | 67.2%+23.1pp |
| Annual return | 9.07% | 269.07%-260.0pp | 64.81%-55.7pp | 1367.51%-1358.4pp |
| Employer contribution / active EE | $345 | $2,266-84.8% | $4,675-92.6% | $2,624-86.9% |
| Participant deferral / active EE | $1,119 | $2,835-60.5% | $5,629-80.1% | $4,348-74.3% |
| Admin fee / account holder | $75 | $1,744-95.7% | $15,923-99.5% | $1,944-96.2% |