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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $14,353 |
Filed as: AMERICAN UNITIED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $4,518 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,671 | $75,183+33.9% | $123,892-18.7% | $55,167+82.5% |
| Participation rate | 77.2% | 72.8%+4.4pp | 81.4%-4.2pp | 69.0%+8.2pp |
| Annual return | 5.57% | 19.01%-13.4pp | 47.52%-41.9pp | 169.23%-163.7pp |
| Employer contribution / active EE | $3,971 | $2,823+40.7% | $4,617-14.0% | $1,963+102.4% |
| Participant deferral / active EE | $3,349 | $5,084-34.1% | $5,984-44.0% | $3,054+9.7% |
| Admin fee / account holder | $105 | $663-84.2% | $8,357-98.7% | $504-79.2% |