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| Provider | Service type | Compensation |
|---|---|---|
ZIDD AGENCY, INC2+ years Service code 26 · EIN 20-3114266 1232 MEDINA ROAD · MEDINA, OH 44256 | Advisory (Participants) | $16,415 |
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 | $83,862 | $60,165+39.4% | $74,184+13.0% | $55,167+52.0% |
| Participation rate | 82.2% | 74.2%+8.1pp | 76.6%+5.6pp | 69.0%+13.2pp |
| Annual return | 9.66% | 10.00%-0.3pp | 17.74%-8.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $7,903 | $1,600+394.0% | $2,370+233.4% | $1,963+302.7% |
| Participant deferral / active EE | $2,060 | $2,973-30.7% | $3,550-42.0% | $3,054-32.6% |
| Admin fee / account holder | $161 | $419-61.7% | $5,586-97.1% | $504-68.1% |