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| Provider | Service type | Compensation |
|---|---|---|
STOREHOUSE FINANCIAL1+ years Service code 26 · EIN 80-0148265 777 MAIN STREET SUITE 600 · FORT WORTH, TX 76102 | Advisory (Participants) | $23,375 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 306 S STATE ROAD 446 · BLOOMINGTON, IN 47401 | Recordkeeping | $2,992 |
Service code 52 | Indirect Investment Fees | $2,239 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,408 | $44,425+2.2% | $67,834-33.1% | $55,167-17.7% |
| Participation rate | 79.3% | 59.7%+19.6pp | 68.8%+10.5pp | 69.0%+10.3pp |
| Annual return | 0.36% | 17.80%-17.4pp | 138.47%-138.1pp | 169.23%-168.9pp |
| Employer contribution / active EE | $4,292 | $1,351+217.6% | $2,403+78.6% | $1,963+118.7% |
| Participant deferral / active EE | $923 | $2,166-57.4% | $3,160-70.8% | $3,054-69.8% |
| Admin fee / account holder | $167 | $530-68.5% | $4,622-96.4% | $504-66.8% |