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 | $23,866 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $818 |
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 | $92,464 | $60,795+52.1% | $69,455+33.1% | $65,185+41.8% |
| Participation rate | 81.4% | 74.9%+6.5pp | 74.6%+6.8pp | 70.2%+11.2pp |
| Annual return | 19.41% | 17.46%+1.9pp | 28.97%-9.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $3,763 | $2,452+53.5% | $2,779+35.4% | $2,177+72.9% |
| Participant deferral / active EE | $8,039 | $3,162+154.3% | $3,535+127.4% | $3,514+128.8% |
| Admin fee / account holder | $4 | $314-98.6% | $3,839-99.9% | $847-99.5% |