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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 71-0294708 | Investment Management | $29,786 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 66 · EIN 13-5570651 | Insurance mortality and expense charge | $8,374 |
NATIONWIDE7 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 66 · EIN 31-4156830 | Insurance mortality and expense charge | $8,374 |
CARON & BLETZER, PLLC6 years Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 04-3499945 | Other Fees | $6,964 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,727 | $130,294-29.6% | $170,028-46.1% | $71,495+28.3% |
| Participation rate | 86.4% | 86.2%+0.2pp | 87.0%-0.6pp | 67.9%+18.5pp |
| Annual return | 17.62% | 20.36%-2.7pp | 53.39%-35.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,183 | $4,385-73.0% | $6,788-82.6% | $2,589-54.3% |
| Participant deferral / active EE | $7,014 | $6,928+1.2% | $10,409-32.6% | $4,291+63.5% |
| Admin fee / account holder | $47 | $966-95.2% | $12,820-99.6% | $1,588-97.1% |