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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $6,975 |
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,624 | $50,637-31.6% | $86,582-60.0% | $62,293-44.4% |
| Participation rate | 65.6% | 67.9%-2.3pp | 73.5%-8.0pp | 69.5%-3.9pp |
| Annual return | 14.07% | 20.80%-6.7pp | 965.08%-951.0pp | 28.90%-14.8pp |
| Employer contribution / active EE | $2,060 | $2,075-0.7% | $2,839-27.4% | $2,042+0.9% |
| Participant deferral / active EE | $1,553 | $2,611-40.5% | $3,609-57.0% | $3,169-51.0% |
| Admin fee / account holder | $6 | $413-98.5% | $4,904-99.9% | $479-98.7% |