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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $27,000 |
CAMMACK LARHETTE ADVISORS1+ years Service code 28 · EIN 20-4668732 | Investment Management | $19,167 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 50 · EIN 13-2646110 | Direct Payment | $17,500 |
BOUTWELL FAY LLP1+ years Service code 50 · EIN 33-0802931 | Direct Payment | $3,600 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,315 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $526 |
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 | $133,968 | $67,166+99.5% | $57,357+133.6% | $55,191+142.7% |
| Participation rate | 86.1% | 77.7%+8.4pp | 75.1%+11.0pp | 69.2%+16.9pp |
| Annual return | 2.09% | 4.22%-2.1pp | 24.41%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $4,894 | $2,812+74.0% | $2,689+82.0% | $1,899+157.8% |
| Participant deferral / active EE | $6,004 | $2,835+111.8% | $3,162+89.9% | $3,046+97.1% |
| Admin fee / account holder | $47 | $44+7.4% | $3,357-98.6% | $91-48.5% |