Filed March 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6737 W WASHINGTON, SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $8,959 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 11 · EIN 13-4071393 | Actuarial | $5,305 |
Filed as: COORDINATED CAPITAL SECURITIES INC. Service code 55 704 RIVER PL · MADISON, WI 53716 | Other Commissions | $2,810 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $1,586 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $912 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,015 | $46,100-84.8% | $86,582-91.9% | $69,631-89.9% |
| Participation rate | 98.1% | 67.2%+30.9pp | 73.5%+24.5pp | 70.7%+27.4pp |
| Annual return | 13.21% | 21.02%-7.8pp | 965.08%-951.9pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $1,046 | $1,850-43.4% | $2,839-63.2% | $2,032-48.5% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $10 | $94-89.5% | $4,904-99.8% | $110-91.1% |