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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $79,642 |
Filed as: RAYMOND JAMES AND ASSOC INC Service code 16 · EIN 59-1237041 | Consulting | $45,871 |
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 | $37,841 | $56,438-33.0% | $76,902-50.8% | $71,529-47.1% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 19.43% | 19.05%+0.4pp | 37.91%-18.5pp | 28.97%-9.5pp |
| Employer contribution / active EE | $3,244 | $1,864+74.1% | $2,534+28.0% | $2,590+25.3% |
| Participant deferral / active EE | $3,165 | $3,136+0.9% | $3,833-17.4% | $4,291-26.3% |
| Admin fee / account holder | $14 | $1,430-99.0% | $5,479-99.7% | $1,588-99.1% |