Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ZIDD AGENCY, INC3+ years Service code 26 · EIN 20-3114266 1232 MEDINA ROAD · MEDINA, OH 44256 | Advisory (Participants) | $20,064 |
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 | $93,663 | $64,909+44.3% | $82,312+13.8% | $62,293+50.4% |
| Participation rate | 83.2% | 74.9%+8.3pp | 76.9%+6.3pp | 69.5%+13.7pp |
| Annual return | 15.22% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $8,686 | $1,676+418.3% | $2,428+257.7% | $2,042+325.3% |
| Participant deferral / active EE | $2,309 | $3,103-25.6% | $3,706-37.7% | $3,169-27.1% |
| Admin fee / account holder | $181 | $440-58.8% | $5,608-96.8% | $479-62.2% |