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 | Other insurance wrap fees; Insurance ... | $20,706 |
Service code 66 · EIN 35-0145825 | Other insurance wrap fees; Insurance ... | $626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,046 | $60,989+54.2% | $60,874+54.5% | $66,914+40.5% |
| Participation rate | 48.6% | 74.5%-25.9pp | 73.1%-24.6pp | 69.8%-21.2pp |
| Annual return | -15.24% | -9.60%-5.6pp | 16.90%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,420 | $2,661-9.0% | $2,701-10.4% | $2,544-4.9% |
| Participant deferral / active EE | $5,975 | $3,615+65.3% | $3,817+56.6% | $4,237+41.0% |
| Admin fee / account holder | $2 | $338-99.4% | $3,224-99.9% | $593-99.6% |