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| Provider | Service type | Compensation |
|---|---|---|
CES INS AGENCY INC2 years Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $8,859 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $112 |
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 | $48,751 | $43,344+12.5% | $59,899-18.6% | $64,173-24.0% |
| Participation rate | 81.0% | 69.2%+11.9pp | 74.7%+6.3pp | 69.6%+11.5pp |
| Annual return | -3.29% | -1.55%-1.7pp | 3.46%-6.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,316 | $2,030-35.2% | $2,723-51.7% | $2,381-44.7% |
| Participant deferral / active EE | $2,119 | $2,547-16.8% | $3,402-37.7% | $3,470-38.9% |
| Admin fee / account holder | $92 | $3,008-97.0% | $3,592-97.5% | $4,887-98.1% |