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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE LIFE INSURANCE Service code 19 · EIN 74-1625358 | Securities Custodian | $7,755 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,311 | $46,732-60.8% | $156,549-88.3% | $55,167-66.8% |
| Participation rate | 95.5% | 65.8%+29.7pp | 84.0%+11.5pp | 69.0%+26.5pp |
| Annual return | -0.41% | 17.72%-18.1pp | 32.23%-32.6pp | 169.23%-169.6pp |
| Employer contribution / active EE | $2,042 | $2,105-3.0% | $5,501-62.9% | $1,963+4.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $30 | $418-92.7% | $13,027-99.8% | $504-94.0% |