Filed July 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SYMETRA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $330 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,128 | $41,377-46.5% | $109,313-79.8% | $62,881-64.8% |
| Participation rate | 95.7% | 57.5%+38.1pp | 71.3%+24.4pp | 69.3%+26.3pp |
| Annual return | 4.55% | 11.05%-6.5pp | 22.07%-17.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $522 | $1,276-59.1% | $3,892-86.6% | $2,281-77.1% |
| Participant deferral / active EE | $1,090 | $2,045-46.7% | $3,166-65.6% | $3,203-66.0% |
| Admin fee / account holder | $2 | $2,884-99.9% | $5,666-100.0% | $4,296-99.9% |