Filed July 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SYMETRA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $4,275 |
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 | $23,581 | $53,774-56.1% | $134,162-82.4% | $79,856-70.5% |
| Participation rate | 94.5% | 58.8%+35.7pp | 72.2%+22.3pp | 69.6%+24.9pp |
| Annual return | 2.20% | 19.01%-16.8pp | 36.35%-34.1pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,441 | $1,322+9.1% | $3,705-61.1% | $2,471-41.7% |
| Participant deferral / active EE | $1,958 | $2,420-19.1% | $3,500-44.1% | $3,741-47.7% |
| Admin fee / account holder | $26 | $3,985-99.3% | $6,685-99.6% | $5,306-99.5% |