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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $46,645 |
LPL FINANCIAL3 years Service code 16 | Consulting | $16,925 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,021 | $41,016-24.4% | $152,093-79.6% | $64,097-51.6% |
| Participation rate | 100.0% | 51.3%+48.7pp | 77.8%+22.2pp | 55.2%+44.8pp |
| Annual return | 13.70% | 39.60%-25.9pp | 66.36%-52.7pp | 34.64%-20.9pp |
| Employer contribution / active EE | $3,627 | $1,342+170.2% | $4,175-13.1% | $1,891+91.7% |
| Participant deferral / active EE | $2,466 | $1,927+27.9% | $5,451-54.8% | $3,080-19.9% |
| Admin fee / account holder | $106 | $2,305-95.4% | $14,497-99.3% | $3,454-96.9% |