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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSRUANCE CO. Service code 66 | Insurance mortality and expense charg... | $60,356 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $38,827 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,888 |
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 | $55,363 | $47,180+17.3% | $149,723-63.0% | $74,473-25.7% |
| Participation rate | 81.6% | 63.4%+18.2pp | 78.8%+2.8pp | 70.7%+10.8pp |
| Annual return | 20.18% | 22.75%-2.6pp | 134.50%-114.3pp | 34.36%-14.2pp |
| Employer contribution / active EE | $12,524 | $1,907+556.7% | $4,821+159.8% | $2,638+374.7% |
| Participant deferral / active EE | $6,570 | $2,730+140.6% | $5,682+15.6% | $4,530+45.0% |
| Admin fee / account holder | $100 | $343-71.0% | $13,215-99.2% | $347-71.3% |