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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-3623351 | Advisory (Plan) | $19,012 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $17,175 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $5,200 |
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 | $50,514 | $91,474-44.8% | $135,982-62.9% | $71,529-29.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.61% | 29.89%-10.3pp | 68.32%-48.7pp | 28.97%-9.4pp |
| Employer contribution / active EE | $3,529 | $3,705-4.8% | $4,859-27.4% | $2,590+36.3% |
| Participant deferral / active EE | $2,659 | $7,095-62.5% | $7,760-65.7% | $4,291-38.0% |
| Admin fee / account holder | $201 | $1,267-84.1% | $10,767-98.1% | $1,588-87.3% |