Filed July 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SYMETRA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $2,785 |
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 | $26,127 | $48,570-46.2% | $130,660-80.0% | $72,976-64.2% |
| Participation rate | 96.3% | 58.6%+37.7pp | 71.7%+24.5pp | 69.5%+26.8pp |
| Annual return | 5.86% | 38.63%-32.8pp | 1709.29%-1703.4pp | 81.02%-75.2pp |
| Employer contribution / active EE | $1,697 | $1,334+27.2% | $4,092-58.5% | $2,440-30.5% |
| Participant deferral / active EE | $1,167 | $2,384-51.1% | $3,603-67.6% | $3,608-67.7% |
| Admin fee / account holder | $19 | $3,549-99.5% | $5,463-99.7% | $5,124-99.6% |