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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-3623351 | Advisory (Plan) | $18,005 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,521 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $5,350 |
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 | $41,173 | $82,678-50.2% | $125,391-67.2% | $68,490-39.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -6.12% | -5.97%-0.2pp | 572.41%-578.5pp | -7.85%+1.7pp |
| Employer contribution / active EE | $1,359 | $3,382-59.8% | $4,816-71.8% | $2,597-47.7% |
| Participant deferral / active EE | $3,223 | $6,111-47.3% | $7,448-56.7% | $4,028-20.0% |
| Admin fee / account holder | $179 | $6,277-97.1% | $10,009-98.2% | $5,403-96.7% |