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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) | $34,825 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,608 |
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 | $26,811 | $46,173-41.9% | $170,435-84.3% | $69,631-61.5% |
| Participation rate | 95.0% | 63.9%+31.1pp | 83.6%+11.4pp | 70.7%+24.3pp |
| Annual return | 13.81% | 21.62%-7.8pp | 205.94%-192.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $787 | $1,610-51.1% | $5,432-85.5% | $2,032-61.3% |
| Participant deferral / active EE | $1,310 | $2,080-37.0% | $4,939-73.5% | $3,224-59.4% |
| Admin fee / account holder | $96 | $116-17.3% | $13,881-99.3% | $110-13.2% |