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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3447827 1750 PRAIRIE CITY RD., #130-250 · FOLSOM, CA 95630 | Advisory (Participants) | $25,525 |
Service code 15 | Recordkeeping | $14,597 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 306 S STATE RD 446 · BLOOMINGTON, IN 47401 | Recordkeeping | $2,938 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,309 | $47,922+21.7% | $75,900-23.2% | $65,186-10.6% |
| Participation rate | 71.2% | 63.0%+8.2pp | 69.3%+1.9pp | 70.2%+1.0pp |
| Annual return | 4.54% | 24.12%-19.6pp | 30.73%-26.2pp | 29.39%-24.8pp |
| Employer contribution / active EE | $4,520 | $1,557+190.3% | $2,501+80.7% | $2,177+107.6% |
| Participant deferral / active EE | $882 | $2,550-65.4% | $3,604-75.5% | $3,514-74.9% |
| Admin fee / account holder | $243 | $532-54.2% | $5,421-95.5% | $847-71.3% |