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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,895 |
GBQ PARTNERS1+ years Filed as: GBQ PARTNERS, LLC Service code 15 · EIN 20-2122306 | Recordkeeping | $8,750 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS, INC Service code 49 4000 SMITH ROAD SUITE 300 · CINCINNATI, OH 45209 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,002 | $72,770-39.5% | $67,652-35.0% | $55,191-20.3% |
| Participation rate | 99.4% | 78.8%+20.7pp | 75.7%+23.8pp | 69.2%+30.3pp |
| Annual return | -4.84% | -3.26%-1.6pp | 6625.40%-6630.2pp | 10.78%-15.6pp |
| Employer contribution / active EE | $2,162 | $1,769+22.2% | $2,266-4.6% | $1,899+13.9% |
| Participant deferral / active EE | $2,349 | $3,408-31.1% | $3,560-34.0% | $3,046-22.9% |
| Admin fee / account holder | $47 | $79-39.8% | $4,821-99.0% | $91-47.7% |