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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $3,372 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,982 |
CES INS AGENCY INC1 year Service code 49 · EIN 04-2865307 | Other Services | $2,766 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,234 | $51,244+3.9% | $80,977-34.3% | $55,167-3.5% |
| Participation rate | 87.4% | 71.7%+15.7pp | 75.8%+11.5pp | 69.0%+18.4pp |
| Annual return | 7.69% | 17.39%-9.7pp | 17.11%-9.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,185 | $4,418-5.3% | $5,696-26.5% | $3,054+37.0% |
| Admin fee / account holder | $16 | $398-96.1% | $5,517-99.7% | $504-96.9% |