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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGAURD Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $5,935 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-3623351 | Directed Trustee | $304 |
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 | $49,380 | $49,249+0.3% | $70,476-29.9% | $79,852-38.2% |
| Participation rate | 97.5% | 69.2%+28.3pp | 75.1%+22.4pp | 69.6%+27.9pp |
| Annual return | 12.49% | 30.09%-17.6pp | 109.12%-96.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,552 | $2,100-26.1% | $2,738-43.3% | $2,471-37.2% |
| Participant deferral / active EE | $3,220 | $2,769+16.3% | $3,710-13.2% | $3,740-13.9% |
| Admin fee / account holder | $40 | $2,878-98.6% | $3,847-99.0% | $5,306-99.3% |