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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $70,589 |
Filed as: RAYMOND JAMES AND ASSOC INC Service code 16 · EIN 59-1237041 | Consulting | $40,412 |
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 | $30,327 | $50,199-39.6% | $69,890-56.6% | $66,949-54.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -16.56% | -13.85%-2.7pp | 190.84%-207.4pp | 1.57%-18.1pp |
| Employer contribution / active EE | $2,657 | $1,864+42.5% | $2,560+3.8% | $2,545+4.4% |
| Participant deferral / active EE | $2,886 | $3,112-7.3% | $3,848-25.0% | $4,239-31.9% |
| Admin fee / account holder | $14 | $600-97.7% | $6,267-99.8% | $594-97.7% |