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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSRUANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $80,080 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $62,110 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,684 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,559 | $50,860+46.6% | $155,574-52.1% | $77,714-4.1% |
| Participation rate | 82.0% | 63.1%+18.9pp | 78.2%+3.8pp | 70.6%+11.4pp |
| Annual return | 14.69% | 34.86%-20.2pp | 64.87%-50.2pp | 31.26%-16.6pp |
| Employer contribution / active EE | $15,938 | $1,991+700.6% | $4,676+240.9% | $2,727+484.5% |
| Participant deferral / active EE | $7,039 | $2,825+149.2% | $5,629+25.0% | $4,649+51.4% |
| Admin fee / account holder | $141 | $436-67.8% | $15,914-99.1% | $433-67.6% |