Filed December 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $8,483 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,924 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,311 | $54,320-68.1% | $67,652-74.4% | $52,331-66.9% |
| Participation rate | 85.2% | 73.6%+11.6pp | 75.7%+9.5pp | 68.1%+17.1pp |
| Annual return | 2.37% | 6.81%-4.4pp | 6625.40%-6623.0pp | 4.54%-2.2pp |
| Employer contribution / active EE | $211 | $1,544-86.4% | $2,266-90.7% | $1,882-88.8% |
| Participant deferral / active EE | $2,353 | $2,950-20.2% | $3,560-33.9% | $3,022-22.1% |
| Admin fee / account holder | $21 | $527-96.0% | $4,821-99.6% | $592-96.4% |