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 66 | Insurance mortality and expense charg... | $19,922 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $506 |
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 | $96,137 | $65,322+47.2% | $70,494+36.4% | $73,497+30.8% |
| Participation rate | 84.9% | 77.0%+8.0pp | 75.1%+9.8pp | 70.7%+14.2pp |
| Annual return | 13.76% | 15.71%-2.0pp | 109.16%-95.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,788 | $2,460+54.0% | $2,738+38.3% | $2,270+66.9% |
| Participant deferral / active EE | $8,475 | $3,375+151.1% | $3,711+128.4% | $3,740+126.6% |
| Admin fee / account holder | $3 | $214-98.8% | $3,848-99.9% | $513-99.5% |