Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $9,174 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,860 | $55,002+36.1% | $59,878+25.0% | $56,287+33.0% |
| Participation rate | 43.6% | 75.9%-32.3pp | 74.7%-31.1pp | 69.9%-26.3pp |
| Annual return | -3.75% | 1.13%-4.9pp | 3.46%-7.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,950 | $2,448-20.3% | $2,722-28.3% | $2,111-7.6% |
| Participant deferral / active EE | $3,628 | $3,121+16.2% | $3,402+6.7% | $3,350+8.3% |
| Admin fee / account holder | $2 | $236-98.9% | $3,590-99.9% | $521-99.5% |