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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Shareholder servic... | $165,018 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS, LLC Service code 16 4251 CRUMS MILLS RD · HARRISBURG, PA 17112 | Consulting | $39,408 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $50,573 | $75,388-32.9% | $123,552-59.1% | $55,725-9.2% |
| Participation rate | 77.1% | 75.7%+1.5pp | 82.3%-5.1pp | 70.9%+6.3pp |
| Annual return | -3.74% | 4.48%-8.2pp | 119.20%-122.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,526 | $3,063-50.2% | $4,628-67.0% | $2,078-26.6% |
| Participant deferral / active EE | $4,902 | $5,651-13.2% | $6,426-23.7% | $3,356+46.1% |
| Admin fee / account holder | $259 | $120+116.0% | $9,285-97.2% | $115+124.6% |