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| Provider | Service type | Compensation |
|---|---|---|
CES INS AGENCY INC4 years Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $11,257 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $236 |
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 | $69,339 | $49,255+40.8% | $70,494-1.6% | $79,856-13.2% |
| Participation rate | 72.7% | 69.2%+3.6pp | 75.1%-2.3pp | 69.6%+3.1pp |
| Annual return | 12.18% | 30.10%-17.9pp | 109.16%-97.0pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,214 | $2,100-42.2% | $2,738-55.7% | $2,471-50.9% |
| Participant deferral / active EE | $2,302 | $2,768-16.9% | $3,711-38.0% | $3,741-38.5% |
| Admin fee / account holder | $134 | $2,879-95.4% | $3,848-96.5% | $5,306-97.5% |