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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSRUANCE CO. Service code 66 | Insurance mortality and expense charg... | $48,910 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $32,363 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,003 |
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 | $37,754 | $65,125-42.0% | $143,797-73.7% | $66,949-43.6% |
| Participation rate | 89.5% | 65.2%+24.3pp | 80.3%+9.2pp | 69.8%+19.7pp |
| Annual return | -17.57% | -11.13%-6.4pp | -0.04%-17.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $9,507 | $2,362+302.4% | $4,952+92.0% | $2,545+273.5% |
| Participant deferral / active EE | $5,538 | $2,920+89.6% | $5,638-1.8% | $4,239+30.6% |
| Admin fee / account holder | $76 | $503-84.9% | $14,679-99.5% | $594-87.2% |