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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $29,722 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,350 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $8,405 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,237 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DR STE 250 · HARRISBURG, PA 17110 | Other Commissions | $5,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,694 | $73,404-6.4% | $87,104-21.1% | $67,579+1.7% |
| Participation rate | 38.4% | 80.9%-42.5pp | 76.9%-38.5pp | 71.3%-32.9pp |
| Annual return | 18.69% | 48.29%-29.6pp | 28.19%-9.5pp | 378.56%-359.9pp |
| Employer contribution / active EE | $954 | $2,014-52.6% | $2,521-62.1% | $2,148-55.6% |
| Participant deferral / active EE | $1,763 | $3,913-54.9% | $4,048-56.5% | $3,539-50.2% |
| Admin fee / account holder | $126 | $142-11.0% | $7,491-98.3% | $142-11.4% |