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 | $7,689 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,361 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WIILSHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,680 | $38,925-80.3% | $73,836-89.6% | $55,191-86.1% |
| Participation rate | 97.9% | 66.0%+31.8pp | 73.4%+24.4pp | 69.2%+28.7pp |
| Annual return | -0.56% | 6.31%-6.9pp | 2268.06%-2268.6pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,077 | $1,695-36.5% | $2,787-61.4% | $1,899-43.3% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $6 | $83-92.3% | $4,882-99.9% | $91-93.0% |