Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,973 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 49 · EIN 59-1237041 | Other Services | $12,714 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 64 · EIN 13-5570651 100 MADISON · SYRACUSE, NY 13202 | Recordkeeping Fees | $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 | $0 | $43,338-100.0% | $59,887-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | 8.51% | -1.55%+10.1pp | 3.46%+5.0pp | 7.63%+0.9pp |
| Employer contribution / active EE | $2,675 | $2,030+31.8% | $2,722-1.8% | $2,381+12.3% |
| Participant deferral / active EE | $6,694 | $2,547+162.8% | $3,402+96.8% | $3,470+92.9% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |