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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 51 · EIN 20-4659714 P.O. BOX 770001 · CINCINNATI, OH 452770037 | Investment Mgmt Fees | $127,339 |
Filed as: KRAVITZ, LLC Service code 11 · EIN 95-3207191 | Actuarial | $17,220 |
Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 P.O. BOX 1547 · SECAUCUS, NJ 070961547 | Insurance Broker | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 38-1659835 P. O. BOX 509026 · SAN DIEGO, CA 92150 | Insurance Broker | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 15.95% | 12.96%+3.0pp | 20.73%-4.8pp | 16.32%-0.4pp |
| Employer contribution / active EE | $36,924 | $12,913+185.9% | $36,503+1.2% | $17,007+117.1% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |