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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) | $30,035 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,209 | $36,916+11.6% | $156,551-73.7% | $57,658-28.5% |
| Participation rate | 54.5% | 63.4%-9.0pp | 84.0%-29.6pp | 70.2%-15.8pp |
| Annual return | 8.47% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $736 | $1,571-53.1% | $5,501-86.6% | $1,974-62.7% |
| Participant deferral / active EE | $1,277 | $1,926-33.7% | $4,871-73.8% | $3,061-58.3% |
| Admin fee / account holder | $140 | $82+69.4% | $13,028-98.9% | $95+47.8% |