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... | $20,020 |
Service code 66 · EIN 35-0145825 | Insurance mortality and expense charg... | $877 |
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 | $103,769 | $65,582+58.2% | $64,101+61.9% | $71,511+45.1% |
| Participation rate | 85.9% | 73.2%+12.7pp | 72.3%+13.6pp | 67.9%+18.0pp |
| Annual return | 16.79% | 18.96%-2.2pp | 33.72%-16.9pp | 28.86%-12.1pp |
| Employer contribution / active EE | $3,877 | $2,671+45.2% | $2,749+41.0% | $2,589+49.7% |
| Participant deferral / active EE | $10,578 | $3,628+191.6% | $3,881+172.6% | $4,291+146.5% |
| Admin fee / account holder | $3 | $616-99.5% | $3,070-99.9% | $1,588-99.8% |