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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $90,955 |
CAMMACK LARHETTE ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $45,345 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $6,875 |
Service code 50 · EIN 04-2647786 | Direct Payment | $1,845 |
Filed as: AXA EQUITBALE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $314 |
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 | $156,166 | $74,552+109.5% | $63,018+147.8% | $69,634+124.3% |
| Participation rate | 91.0% | 78.3%+12.7pp | 74.8%+16.2pp | 70.7%+20.3pp |
| Annual return | 14.18% | 15.77%-1.6pp | 87.63%-73.4pp | 27572.26%-27558.1pp |
| Employer contribution / active EE | $5,651 | $2,929+92.9% | $2,761+104.7% | $2,032+178.1% |
| Participant deferral / active EE | $6,842 | $2,974+130.0% | $3,330+105.5% | $3,224+112.2% |
| Admin fee / account holder | $89 | $59+50.2% | $3,601-97.5% | $110-19.2% |