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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DR, STE 250 · HARRISBURG, PA 17110 | Other Commissions | $21,251 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,123 |
RETIREMENT STRATEGIES, INC.4+ years Filed as: RETIREMENT STRATEGIES, LLC Service code 13 107 W MAIN STREET · LITTLE CHUTE, WI 54140 | Contract Administrator | $6,183 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,047 |
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 | $33,716 | $44,873-24.9% | $79,466-57.6% | $56,287-40.1% |
| Participation rate | 86.0% | 68.7%+17.2pp | 73.3%+12.6pp | 69.9%+16.1pp |
| Annual return | -5.56% | 0.81%-6.4pp | 718.28%-723.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $736 | $2,140-65.6% | $2,800-73.7% | $2,111-65.1% |
| Participant deferral / active EE | $4,679 | $2,746+70.4% | $3,704+26.3% | $3,350+39.7% |
| Admin fee / account holder | $118 | $418-71.9% | $5,104-97.7% | $521-77.4% |