Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $13,172 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,999 | $45,382+45.4% | $154,108-57.2% | $75,289-12.3% |
| Participation rate | 50.7% | 65.9%-15.2pp | 83.0%-32.3pp | 72.4%-21.7pp |
| Annual return | -4.89% | -0.47%-4.4pp | 735.21%-740.1pp | -0.04%-4.8pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,530 | $2,384+6.1% | $5,081-50.2% | $3,739-32.3% |
| Admin fee / account holder | $51 | $89-43.3% | $13,411-99.6% | $102-50.5% |