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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE LIFE INSURANCE Service code 19 · EIN 74-1625358 | Securities Custodian | $8,346 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,696 | $55,446-60.9% | $155,574-86.1% | $74,429-70.9% |
| Participation rate | 79.5% | 61.9%+17.6pp | 78.2%+1.3pp | 67.2%+12.3pp |
| Annual return | 7.59% | 269.20%-261.6pp | 64.87%-57.3pp | 1368.38%-1360.8pp |
| Employer contribution / active EE | $2,658 | $2,266+17.3% | $4,676-43.2% | $2,625+1.3% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $29 | $1,743-98.3% | $15,914-99.8% | $1,944-98.5% |