Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 | Insurance mortality and expense charg... | $86,245 |
Filed as: AMERICAN UNITED LIFE INS. Service code 15 · EIN 35-0145825 | Recordkeeping | $3,633 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,356 | $88,122+5.9% | $141,200-33.9% | $67,584+38.1% |
| Participation rate | 92.9% | 76.5%+16.4pp | 82.5%+10.4pp | 71.3%+21.6pp |
| Annual return | 169.58% | 75.40%+94.2pp | 71.41%+98.2pp | 378.59%-209.0pp |
| Employer contribution / active EE | $2,187 | $3,224-32.2% | $4,736-53.8% | $2,148+1.8% |
| Participant deferral / active EE | $4,786 | $5,958-19.7% | $6,710-28.7% | $3,540+35.2% |
| Admin fee / account holder | $4 | $131-97.3% | $10,265-100.0% | $142-97.5% |