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| Provider | Service type | Compensation |
|---|---|---|
CES INS AGENCY INC1 year Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $6,246 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,117 | $45,050+29.0% | $63,018-7.8% | $70,126-17.1% |
| Participation rate | 67.8% | 69.5%-1.7pp | 74.8%-7.0pp | 69.5%-1.7pp |
| Annual return | 14.10% | 18.76%-4.7pp | 87.62%-73.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,167 | $2,052-43.1% | $2,761-57.7% | $2,343-50.2% |
| Participant deferral / active EE | $1,521 | $2,466-38.3% | $3,330-54.3% | $3,332-54.4% |
| Admin fee / account holder | $73 | $2,834-97.4% | $3,601-98.0% | $4,645-98.4% |