Filed January 23, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $60,521 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $5,118 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
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 | $22,102 | $37,213-40.6% | $156,551-85.9% | $63,975-65.5% |
| Participation rate | 46.8% | 65.0%-18.2pp | 84.0%-37.2pp | 71.1%-24.3pp |
| Annual return | 8.60% | 47.89%-39.3pp | 32.23%-23.6pp | 48.65%-40.1pp |
| Employer contribution / active EE | $712 | $1,357-47.5% | $5,501-87.1% | $2,182-67.4% |
| Participant deferral / active EE | $996 | $2,070-51.9% | $4,871-79.5% | $3,356-70.3% |
| Admin fee / account holder | $91 | $56+62.0% | $13,028-99.3% | $70+29.5% |