Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 66 · EIN 35-0145825 | Other insurance wrap fees; Insurance ... | $698 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $698 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,487 | $69,745+62.7% | $67,511+68.1% | $74,546+52.2% |
| Participation rate | 88.5% | 71.3%+17.1pp | 72.9%+15.6pp | 67.2%+21.3pp |
| Annual return | 15.42% | -40.37%+55.8pp | 3517.41%-3502.0pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $3,788 | $2,705+40.0% | $2,733+38.6% | $2,624+44.3% |
| Participant deferral / active EE | $10,507 | $3,636+189.0% | $4,000+162.7% | $4,347+141.7% |
| Admin fee / account holder | $3 | $894-99.7% | $3,999-99.9% | $1,944-99.9% |