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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $13,441 |
D'AMORE TATMAN GROUP LLC3+ years Service code 10 · EIN 03-4190516 | Accounting | $7,577 |
TRINITY PENSION CONSULTANTS4+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 49 | Other Services | $6,888 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $600 |
TRINITY PENSION CONSULTANTS4+ years Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 · EIN 20-4548831 | Contract Administrator | $270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $138,283 | $53,596+158.0% | $90,655+52.5% | $64,181+115.5% |
| Participation rate | 33.7% | 64.5%-30.8pp | 74.0%-40.4pp | 69.6%-35.9pp |
| Annual return | -5.37% | 4.41%-9.8pp | 1.89%-7.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $919 | $2,459-62.6% | $3,425-73.2% | $3,470-73.5% |
| Admin fee / account holder | $237 | $3,868-93.9% | $4,994-95.2% | $4,887-95.1% |