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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE LIFE INSURANCE Service code 19 · EIN 74-1625358 | Securities Custodian | $7,176 |
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 | $19,087 | $58,879-67.6% | $178,490-89.3% | $73,488-74.0% |
| Participation rate | 83.9% | 66.2%+17.7pp | 81.9%+2.0pp | 70.7%+13.2pp |
| Annual return | 1.93% | 24.86%-22.9pp | 151.07%-149.1pp | 28.51%-26.6pp |
| Employer contribution / active EE | $2,248 | $2,236+0.5% | $5,011-55.1% | $2,270-1.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $29 | $400-92.8% | $13,984-99.8% | $513-94.4% |