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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSRUANCE CO. Service code 66 | Insurance mortality and expense charg... | $20,954 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $15,463 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $932 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,957 | $37,196-49.0% | $154,108-87.7% | $55,725-66.0% |
| Participation rate | 68.7% | 64.1%+4.6pp | 83.0%-14.4pp | 70.9%-2.2pp |
| Annual return | -5.33% | 1319.68%-1325.0pp | 735.21%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,653 | $1,614+2.4% | $5,298-68.8% | $2,078-20.4% |
| Participant deferral / active EE | $2,637 | $2,068+27.5% | $5,081-48.1% | $3,356-21.4% |
| Admin fee / account holder | $42 | $102-58.6% | $13,411-99.7% | $115-63.5% |