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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGAURD Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $5,754 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-3623351 | Directed Trustee | $322 |
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 | $48,132 | $45,082+6.8% | $69,464-30.7% | $72,975-34.0% |
| Participation rate | 83.5% | 68.5%+15.1pp | 74.6%+8.9pp | 69.5%+14.1pp |
| Annual return | 29.36% | 22.66%+6.7pp | 28.98%+0.4pp | 81.01%-51.7pp |
| Employer contribution / active EE | $1,133 | $2,055-44.9% | $2,779-59.3% | $2,440-53.6% |
| Participant deferral / active EE | $2,815 | $2,604+8.1% | $3,536-20.4% | $3,608-22.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |