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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $443 |
Filed as: AMERICAN UNITED LIFE INSRUANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $0 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $0 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $0 |
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 | $30,425 | $52,293-41.8% | $178,503-83.0% | $73,412-58.6% |
| Participation rate | 80.2% | 65.3%+14.8pp | 81.9%-1.8pp | 72.2%+8.0pp |
| Annual return | 18.26% | 34.75%-16.5pp | 151.12%-132.9pp | 59.30%-41.0pp |
| Employer contribution / active EE | $4,331 | $1,736+149.5% | $5,011-13.6% | $2,234+93.9% |
| Participant deferral / active EE | $3,380 | $2,333+44.9% | $5,202-35.0% | $3,806-11.2% |
| Admin fee / account holder | $47 | $127-63.1% | $13,987-99.7% | $158-70.2% |