Filed March 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $20,336 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,829 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Service code 49 | Other Services | $4,676 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 49 · EIN 39-1974154 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATS INCORPORTED Service code 27 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,960 | $38,925-64.1% | $73,843-81.1% | $55,191-74.7% |
| Participation rate | 82.9% | 66.0%+16.8pp | 73.4%+9.4pp | 69.2%+13.7pp |
| Annual return | 3.26% | 6.31%-3.0pp | 2267.84%-2264.6pp | 10.78%-7.5pp |
| Employer contribution / active EE | $562 | $1,695-66.8% | $2,787-79.8% | $1,899-70.4% |
| Participant deferral / active EE | $1,973 | $2,351-16.1% | $3,583-44.9% | $3,046-35.2% |
| Admin fee / account holder | $26 | $83-69.2% | $4,880-99.5% | $91-71.9% |