Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,217 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 49 · EIN 59-1237041 | Other Services | $17,842 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 25 · EIN 13-5570651 100 MADISON · SYRACUSE, NY 13202 | Directed Trustee | $1,391 |
Filed as: FIDELITY INVEST INSTIT OPER Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $435 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,069 | $65,322+2.7% | $70,476-4.8% | $73,493-8.7% |
| Participation rate | 84.3% | 77.0%+7.4pp | 75.1%+9.3pp | 70.7%+13.6pp |
| Annual return | 4.45% | 15.71%-11.3pp | 109.12%-104.7pp | 28.51%-24.1pp |
| Employer contribution / active EE | $1,698 | $2,460-31.0% | $2,738-38.0% | $2,270-25.2% |
| Participant deferral / active EE | $4,970 | $3,375+47.3% | $3,710+34.0% | $3,740+32.9% |
| Admin fee / account holder | $130 | $214-39.4% | $3,847-96.6% | $513-74.7% |