Filed April 14, 2023 (most recent of 2 filings on file)
Total covered: 4 employees
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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,199 | $52,467-61.5% | $57,196-64.7% | $55,167-63.4% |
| Participation rate | 63.0% | 75.8%-12.9pp | 75.3%-12.4pp | 69.0%-6.0pp |
| Annual return | -0.53% | 7.72%-8.2pp | 14.59%-15.1pp | 169.23%-169.8pp |
| Employer contribution / active EE | $958 | $2,477-61.3% | $2,683-64.3% | $1,963-51.2% |
| Participant deferral / active EE | $1,205 | $2,830-57.4% | $3,096-61.1% | $3,054-60.5% |
| Admin fee / account holder | $3 | $269-99.1% | $3,141-99.9% | $504-99.5% |