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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) | $33,782 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,080 |
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 | $25,043 | $37,196-32.7% | $154,108-83.7% | $55,725-55.1% |
| Participation rate | 94.8% | 64.1%+30.7pp | 83.0%+11.8pp | 70.9%+23.9pp |
| Annual return | -5.58% | 1319.68%-1325.3pp | 735.21%-740.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $985 | $1,614-39.0% | $5,298-81.4% | $2,078-52.6% |
| Participant deferral / active EE | $1,618 | $2,068-21.8% | $5,081-68.2% | $3,356-51.8% |
| Admin fee / account holder | $97 | $102-4.5% | $13,411-99.3% | $115-15.8% |