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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-3623351 | Advisory (Plan) | $22,084 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $21,782 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $4,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,505 | $101,591-45.4% | $147,096-62.3% | $74,429-25.4% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 13.14% | 8746.45%-8733.3pp | 419.75%-406.6pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $2,486 | $3,813-34.8% | $4,936-49.6% | $2,625-5.3% |
| Participant deferral / active EE | $2,776 | $7,302-62.0% | $8,071-65.6% | $4,348-36.2% |
| Admin fee / account holder | $238 | $1,750-86.4% | $13,005-98.2% | $1,944-87.7% |