Filed July 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SYMETRA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $300 |
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 | $24,016 | $46,877-48.8% | $122,354-80.4% | $70,126-65.8% |
| Participation rate | 92.8% | 58.2%+34.6pp | 71.6%+21.1pp | 69.5%+23.2pp |
| Annual return | 17.24% | 24.22%-7.0pp | 30.28%-13.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $670 | $1,288-48.0% | $4,051-83.5% | $2,343-71.4% |
| Participant deferral / active EE | $1,490 | $2,167-31.3% | $3,287-54.7% | $3,332-55.3% |
| Admin fee / account holder | $2 | $3,324-99.9% | $5,479-100.0% | $4,645-100.0% |