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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 | Recordkeeping | $28,552 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 333 GUADALUPE ST · AUSTIN, TX 78714 | Contract Administrator | $28,415 |
PETERS FINANCIAL PLANNING CORP1+ years Service code 27 · EIN 05-1029579 1011 CENTRE ROAD · WILMINGTON, DE 19805 | Advisory (Plan) | $10,000 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE Service code 15 · EIN 13-5570651 P.O. BOX 4956 · SYRACUSE, NY 13221 | Recordkeeping | $1,037 |
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 | $32,101 | $41,854-23.3% | $73,836-56.5% | $52,331-38.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -0.77% | 2.11%-2.9pp | 2268.06%-2268.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,877 | $1,920-2.2% | $2,787-32.6% | $1,882-0.2% |
| Participant deferral / active EE | $3,436 | $2,498+37.6% | $3,583-4.1% | $3,022+13.7% |
| Admin fee / account holder | $125 | $493-74.6% | $4,882-97.4% | $592-78.9% |