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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP2+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $22,500 |
CAMMACK LARHETTE ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $11,192 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,150 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $421 |
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 | $145,575 | $68,408+112.8% | $57,196+154.5% | $57,661+152.5% |
| Participation rate | 90.7% | 79.1%+11.5pp | 75.3%+15.3pp | 70.2%+20.4pp |
| Annual return | 7.32% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $5,599 | $2,869+95.2% | $2,683+108.7% | $1,974+183.7% |
| Participant deferral / active EE | $6,751 | $2,903+132.6% | $3,096+118.0% | $3,061+120.6% |
| Admin fee / account holder | $25 | $70-63.8% | $3,141-99.2% | $95-73.3% |