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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $73,620 |
CES INS AGENCY INC1 year Filed as: CES INSURANCE AGENCY INC Service code 22 · EIN 04-2865307 | Insurance Broker | $29,855 |
Service code 22 | Insurance Broker | $29,576 |
Filed as: COMMONWEALTH FNANCIAL NETWORK Service code 22 · EIN 04-2675571 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,328 | $99,957+18.4% | $149,745-21.0% | $73,497+61.0% |
| Participation rate | 92.4% | 75.7%+16.7pp | 82.5%+9.9pp | 70.7%+21.7pp |
| Annual return | 14.78% | 53.87%-39.1pp | 276.72%-261.9pp | 28.51%-13.7pp |
| Employer contribution / active EE | $473 | $3,191-85.2% | $4,646-89.8% | $2,270-79.2% |
| Participant deferral / active EE | $8,949 | $6,073+47.4% | $6,843+30.8% | $3,740+139.3% |
| Admin fee / account holder | $376 | $551-31.7% | $9,312-96.0% | $513-26.6% |