Filed July 15, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $92,224 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $16,322 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: REA & ASSOCIATES Service code 13 · EIN 34-1310124 | Contract Administrator | $3,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,992 | $46,332-33.1% | $143,799-78.4% | $64,819-52.2% |
| Participation rate | 88.6% | 64.2%+24.3pp | 80.3%+8.2pp | 71.5%+17.1pp |
| Annual return | -12.10% | -10.05%-2.0pp | -0.04%-12.1pp | 32.84%-44.9pp |
| Employer contribution / active EE | $667 | $1,911-65.1% | $4,952-86.5% | $2,507-73.4% |
| Participant deferral / active EE | $2,165 | $2,647-18.2% | $5,638-61.6% | $4,311-49.8% |
| Admin fee / account holder | $336 | $154+118.6% | $14,677-97.7% | $188+79.1% |