Filed December 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $8,627 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,052 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,988 |
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 | $17,195 | $60,165-71.4% | $74,184-76.8% | $55,167-68.8% |
| Participation rate | 88.0% | 74.2%+13.8pp | 76.6%+11.3pp | 69.0%+19.0pp |
| Annual return | 8.47% | 10.00%-1.5pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $226 | $1,600-85.9% | $2,370-90.5% | $1,963-88.5% |
| Participant deferral / active EE | $2,251 | $2,973-24.3% | $3,550-36.6% | $3,054-26.3% |
| Admin fee / account holder | $18 | $419-95.7% | $5,586-99.7% | $504-96.4% |