Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $55,437-72.6% | $155,534-90.2% | $74,459-79.6% |
| Participation rate | 90.4% | 61.9%+28.5pp | 78.2%+12.1pp | 67.2%+23.1pp |
| Annual return | 9.07% | 269.58%-260.5pp | 64.92%-55.8pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $345 | $2,266-84.8% | $4,675-92.6% | $2,626-86.9% |
| Participant deferral / active EE | $1,119 | $2,837-60.5% | $5,630-80.1% | $4,350-74.3% |
| Admin fee / account holder | $75 | $1,742-95.7% | $15,900-99.5% | $1,945-96.2% |