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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE LIFE INSURANCE Service code 19 · EIN 74-1625358 | Securities Custodian | $8,242 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,573 | $61,356-66.5% | $149,696-86.3% | $71,511-71.2% |
| Participation rate | 84.5% | 62.5%+22.0pp | 78.8%+5.7pp | 67.9%+16.6pp |
| Annual return | 8.04% | 35.86%-27.8pp | 134.46%-126.4pp | 28.86%-20.8pp |
| Employer contribution / active EE | $2,441 | $2,382+2.5% | $4,821-49.4% | $2,589-5.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $30 | $1,263-97.6% | $13,212-99.8% | $1,588-98.1% |