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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORE, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $0 |
Filed as: AXA NETWORK, LLC - JANIE SMITH Service code 27 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110 | Advisory (Plan) | $0 |
IRON-CO-FID-COMPREHENSIVE3 years Service code 27 · EIN 26-2409128 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $0 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Participants) | $0 |
THE RYDING COMPANY3 years Service code 17 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,087 | $82,093-29.2% | $379,746-84.7% | $73,412-20.9% |
| Participation rate | 45.5% | 76.8%-31.3pp | 78.4%-33.0pp | 72.2%-26.7pp |
| Annual return | 25.39% | 18.89%+6.5pp | 34.90%-9.5pp | 59.30%-33.9pp |
| Employer contribution / active EE | $2,208 | $2,847-22.4% | $3,540-37.6% | $2,234-1.2% |
| Participant deferral / active EE | $3,384 | $4,697-27.9% | $6,024-43.8% | $3,806-11.1% |
| Admin fee / account holder | $21 | $128-83.8% | $7,927-99.7% | $158-86.9% |