Filed April 14, 2023 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $160 |
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).
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 | $22,772 | $57,976-60.7% | $63,018-63.9% | $62,293-63.4% |
| Participation rate | 61.7% | 75.9%-14.2pp | 74.8%-13.1pp | 69.5%-7.8pp |
| Annual return | 11.82% | 17.54%-5.7pp | 87.62%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,025 | $2,415-57.5% | $2,761-62.9% | $2,042-49.8% |
| Participant deferral / active EE | $1,454 | $2,956-50.8% | $3,330-56.3% | $3,169-54.1% |
| Admin fee / account holder | $1 | $276-99.7% | $3,601-100.0% | $479-99.8% |