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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 16 | Consulting | $180,449 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $68,104 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS, LLC Service code 16 4251 CRUMS MILLS RD · HARRISBURG, PA 17112 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $64,750 | $88,324-26.7% | $115,038-43.7% | $55,191+17.3% |
| Participation rate | 75.9% | 72.5%+3.4pp | 81.4%-5.4pp | 69.2%+6.8pp |
| Annual return | 2.11% | 6.30%-4.2pp | 26.14%-24.0pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,576 | $2,805-43.8% | $4,608-65.8% | $1,899-17.0% |
| Participant deferral / active EE | $4,799 | $5,042-4.8% | $6,026-20.4% | $3,046+57.5% |
| Admin fee / account holder | $235 | $105+122.8% | $8,175-97.1% | $91+158.6% |