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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $56,444 |
HOLTHOUSE CARLIN & VAN TRIGT LLP1+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $12,988 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $4,172 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,125 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $179,480 | $46,360+287.1% | $147,617+21.6% | $52,331+243.0% |
| Participation rate | 34.1% | 64.9%-30.8pp | 84.6%-50.5pp | 68.1%-34.0pp |
| Annual return | -0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,478 | $2,126+16.5% | $5,565-55.5% | $1,882+31.7% |
| Participant deferral / active EE | $3,719 | $2,258+64.7% | $4,895-24.0% | $3,022+23.1% |
| Admin fee / account holder | $183 | $766-76.1% | $11,611-98.4% | $592-69.1% |