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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE LIFE INSURANCE Service code 19 · EIN 74-1625358 | Securities Custodian | $9,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,861 | $65,092-72.6% | $143,799-87.6% | $66,938-73.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -9.50% | -11.14%+1.6pp | -0.04%-9.5pp | 1.58%-11.1pp |
| Employer contribution / active EE | $2,374 | $2,362+0.5% | $4,952-52.1% | $2,545-6.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $31 | $502-93.8% | $14,677-99.8% | $594-94.8% |