Filed December 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,502 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $5,153 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,754 | $59,186-66.6% | $76,768-74.3% | $56,287-64.9% |
| Participation rate | 98.9% | 75.2%+23.7pp | 77.0%+22.0pp | 69.9%+29.1pp |
| Annual return | -4.98% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $306 | $1,759-82.6% | $2,485-87.7% | $2,111-85.5% |
| Participant deferral / active EE | $3,958 | $3,255+21.6% | $3,852+2.8% | $3,350+18.2% |
| Admin fee / account holder | $130 | $489-73.4% | $6,675-98.1% | $521-75.1% |