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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AUL AMERICAN UNIT TRUST Service code 66 | Other insurance wrap fees; Insurance ... | $28,247 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,453 | $51,223-60.1% | $82,763-75.3% | $66,949-69.4% |
| Participation rate | 95.3% | 67.9%+27.4pp | 72.6%+22.8pp | 69.8%+25.5pp |
| Annual return | -14.70% | -9.85%-4.9pp | 702.45%-717.2pp | 1.57%-16.3pp |
| Employer contribution / active EE | $2,716 | $2,611+4.0% | $3,008-9.7% | $2,545+6.7% |
| Participant deferral / active EE | $3,993 | $3,460+15.4% | $4,395-9.2% | $4,239-5.8% |
| Admin fee / account holder | $14 | $415-96.7% | $5,325-99.7% | $594-97.7% |