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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,107 |
GBQ PARTNERS2+ years Filed as: GBQ PARTNERS, LLC Service code 15 · EIN 20-2122306 | Recordkeeping | $9,142 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, INC Service code 49 4000 SMITH ROAD SUITE 300 · CINCINNATI, OH 45209 | Other Services | $0 |
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 | $46,372 | $63,905-27.4% | $74,184-37.5% | $57,658-19.6% |
| Participation rate | 99.5% | 79.8%+19.7pp | 76.6%+22.8pp | 70.2%+29.2pp |
| Annual return | 7.02% | 60.60%-53.6pp | 17.74%-10.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,272 | $1,840+23.4% | $2,370-4.1% | $1,974+15.1% |
| Participant deferral / active EE | $2,346 | $3,448-32.0% | $3,550-33.9% | $3,061-23.3% |
| Admin fee / account holder | $44 | $91-51.9% | $5,586-99.2% | $95-53.7% |