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| Provider | Service type | Compensation |
|---|---|---|
CES INS AGENCY INC3 years Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $11,035 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $353 |
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 | $62,957 | $45,087+39.6% | $69,483-9.4% | $72,976-13.7% |
| Participation rate | 74.1% | 68.5%+5.6pp | 74.6%-0.5pp | 69.5%+4.6pp |
| Annual return | 17.11% | 22.67%-5.6pp | 28.99%-11.9pp | 81.02%-63.9pp |
| Employer contribution / active EE | $1,497 | $2,055-27.2% | $2,780-46.1% | $2,440-38.7% |
| Participant deferral / active EE | $2,467 | $2,603-5.2% | $3,537-30.2% | $3,608-31.6% |
| Admin fee / account holder | $132 | $3,057-95.7% | $3,841-96.6% | $5,124-97.4% |