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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 | $101,653-45.4% | $147,080-62.3% | $74,459-25.5% |
| Participation rate | 99.1% | 75.6%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 13.14% | 8754.98%-8741.8pp | 420.17%-407.0pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,486 | $3,813-34.8% | $4,933-49.6% | $2,626-5.3% |
| Participant deferral / active EE | $2,776 | $7,304-62.0% | $8,066-65.6% | $4,350-36.2% |
| Admin fee / account holder | $238 | $1,752-86.4% | $12,989-98.2% | $1,945-87.7% |