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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE LIFE INSURANCE Service code 19 · EIN 74-1625358 | Securities Custodian | $7,004 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,027 | $52,953-66.0% | $172,739-89.6% | $65,185-72.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 3.02% | 30.12%-27.1pp | 802.84%-799.8pp | 29.38%-26.4pp |
| Employer contribution / active EE | $2,132 | $2,190-2.6% | $5,143-58.5% | $2,177-2.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $28 | $472-94.2% | $13,954-99.8% | $847-96.8% |