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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $20,897 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 37 · EIN 13-5570651 | Loan Processing | $1,188 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $78,469 | $74,552+5.3% | $63,018+24.5% | $69,631+12.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 12.65% | 15.77%-3.1pp | 87.62%-75.0pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $3,629 | $2,929+23.9% | $2,761+31.4% | $2,032+78.6% |
| Participant deferral / active EE | $4,941 | $2,974+66.1% | $3,330+48.4% | $3,224+53.3% |
| Admin fee / account holder | $18 | $59-69.3% | $3,601-99.5% | $110-83.5% |