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| Provider | Service type | Compensation |
|---|---|---|
CES INS AGENCY INC6 years Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $14,141 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,273 |
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 | $62,107 | $42,910+44.7% | $60,919+1.9% | $68,490-9.3% |
| Participation rate | 77.6% | 66.8%+10.8pp | 73.1%+4.5pp | 67.9%+9.7pp |
| Annual return | -11.68% | -13.99%+2.3pp | 16.96%-28.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $1,413 | $1,978-28.6% | $2,704-47.7% | $2,597-45.6% |
| Participant deferral / active EE | $3,565 | $2,866+24.4% | $3,814-6.5% | $4,028-11.5% |
| Admin fee / account holder | $151 | $3,104-95.2% | $3,228-95.3% | $5,403-97.2% |