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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $130,296 |
CAMMACK LARHETTE ADVISORS4+ years Service code 28 · EIN 20-4668732 | Investment Management | $22,690 |
Service code 50 · EIN 04-2647786 | Direct Payment | $1,815 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $1,581 |
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 | $147,405 | $70,083+110.3% | $59,899+146.1% | $55,727+164.5% |
| Participation rate | 98.7% | 78.4%+20.3pp | 74.7%+24.0pp | 70.9%+27.8pp |
| Annual return | -3.48% | 3.13%-6.6pp | 3.46%-6.9pp | 244.94%-248.4pp |
| Employer contribution / active EE | $5,893 | $2,878+104.7% | $2,723+116.4% | $2,078+183.5% |
| Participant deferral / active EE | $7,134 | $3,079+131.7% | $3,403+109.7% | $3,356+112.6% |
| Admin fee / account holder | $92 | $70+31.5% | $3,592-97.4% | $115-19.7% |