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| Provider | Service type | Compensation |
|---|---|---|
ZIDD AGENCY, INC6+ years Service code 26 · EIN 20-3114266 1232 MEDINA ROAD · MEDINA, OH 44256 | Advisory (Participants) | $24,157 |
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 | $112,718 | $73,638+53.1% | $95,960+17.5% | $73,493+53.4% |
| Participation rate | 86.3% | 76.2%+10.2pp | 77.1%+9.2pp | 70.7%+15.6pp |
| Annual return | 14.73% | 16.78%-2.1pp | 91.63%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $7,290 | $1,863+291.3% | $2,541+186.9% | $2,270+221.2% |
| Participant deferral / active EE | $2,456 | $3,617-32.1% | $4,167-41.0% | $3,740-34.3% |
| Admin fee / account holder | $174 | $482-63.9% | $6,797-97.4% | $513-66.0% |