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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $95,000 |
Filed as: RAYMOND JAMES AND ASSOC INC Service code 16 · EIN 59-1237041 | Consulting | $50,550 |
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 | $42,324 | $66,486-36.3% | $81,370-48.0% | $77,762-45.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 13.08% | 15.95%-2.9pp | 24.85%-11.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $3,146 | $2,158+45.8% | $2,464+27.7% | $2,728+15.3% |
| Participant deferral / active EE | $3,263 | $3,677-11.2% | $3,885-16.0% | $4,651-29.8% |
| Admin fee / account holder | $17 | $586-97.0% | $5,749-99.7% | $433-96.0% |