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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DR, STE 250 · HARRISBURG, PA 17110 | Other Commissions | $18,085 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,655 |
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES, LLC Service code 13 107 W MAIN STREET · LITTLE CHUTE, WI 54140 | Contract Administrator | $4,126 |
Filed as: EMPOER RETIREMENT ADVISORTY SERVICE Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $212 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,141 | $43,423-28.3% | $78,676-60.4% | $55,167-43.6% |
| Participation rate | 86.0% | 68.0%+18.0pp | 73.6%+12.5pp | 69.0%+17.0pp |
| Annual return | 18.28% | 11.53%+6.8pp | 62.19%-43.9pp | 169.23%-151.0pp |
| Employer contribution / active EE | $634 | $1,997-68.2% | $2,850-77.7% | $1,963-67.7% |
| Participant deferral / active EE | $3,661 | $2,509+45.9% | $3,517+4.1% | $3,054+19.9% |
| Admin fee / account holder | $71 | $416-82.9% | $4,510-98.4% | $504-85.9% |