Filed April 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN UNITTED LIFE INSURANCE CO Service code 38 · EIN 35-0145825 | Participant Communication | $121,054 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,440 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,264 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,776 | $67,512-42.6% | $185,823-79.1% | $93,030-58.3% |
| Participation rate | 90.1% | 67.1%+23.0pp | 81.7%+8.4pp | 73.9%+16.2pp |
| Annual return | 20.38% | 21.04%-0.7pp | 122.05%-101.7pp | 158.70%-138.3pp |
| Employer contribution / active EE | $1,341 | $1,783-24.8% | $5,167-74.0% | $2,706-50.4% |
| Participant deferral / active EE | $3,524 | $3,035+16.1% | $5,568-36.7% | $4,562-22.7% |
| Admin fee / account holder | $10 | $318-97.0% | $16,237-99.9% | $152-93.7% |