Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 66 | Other insurance wrap fees; Insurance ... | $36,601 |
CABIN ADVISOR1 year Filed as: CABIN ADVISORS Service code 16 | Consulting | $26,112 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,600 |
CABIN ADVISOR1 year Service code 16 · EIN 86-3444366 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,158 | $87,132-29.8% | $105,624-42.1% | $80,959-24.5% |
| Participation rate | 43.5% | 70.4%-27.0pp | 75.3%-31.8pp | 67.7%-24.2pp |
| Annual return | 9.00% | 17.03%-8.0pp | 116.20%-107.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,686 | $3,985-32.6% | $5,013-46.4% | $4,300-37.5% |
| Admin fee / account holder | $526 | $8,449-93.8% | $10,961-95.2% | $6,925-92.4% |