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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $228,095 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA ADVISORS, LLC Service code 16 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Consulting | $54,175 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,973 | $100,801-28.6% | $149,696-51.9% | $73,409-2.0% |
| Participation rate | 70.3% | 77.7%-7.4pp | 82.5%-12.2pp | 72.2%-1.9pp |
| Annual return | 46.22% | 265.34%-219.1pp | 276.60%-230.4pp | 59.29%-13.1pp |
| Employer contribution / active EE | $302 | $3,312-90.9% | $4,644-93.5% | $2,234-86.5% |
| Participant deferral / active EE | $3,664 | $6,404-42.8% | $6,842-46.4% | $3,805-3.7% |
| Admin fee / account holder | $294 | $181+62.8% | $9,309-96.8% | $158+86.4% |