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| Provider | Service type | Compensation |
|---|---|---|
CES INS AGENCY INC7+ years Filed as: CES INSURANCE AGENCY INC Service code 26 · EIN 04-2865307 | Advisory (Participants) | $46,457 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,185 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,829 | $56,540-52.5% | $185,849-85.6% | $86,821-69.1% |
| Participation rate | 93.5% | 65.5%+28.0pp | 81.7%+11.8pp | 72.3%+21.2pp |
| Annual return | 9.92% | 118.20%-108.3pp | 122.10%-112.2pp | 97.94%-88.0pp |
| Employer contribution / active EE | $1,191 | $1,844-35.4% | $5,169-77.0% | $2,406-50.5% |
| Participant deferral / active EE | $1,923 | $2,555-24.8% | $5,569-65.5% | $4,132-53.5% |
| Admin fee / account holder | $85 | $150-43.3% | $16,244-99.5% | $170-49.9% |