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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $33,680 |
Filed as: CHARLES SCHWAB Service code 26 · EIN 94-1737782 | Advisory (Participants) | $9,269 |
BENEFIT PLANS SERVICES, INC.7+ years Filed as: BENEFIT PLANS SERVICES INC Service code 70 · EIN 55-0578023 | Consulting Fees | $3,000 |
Filed as: GREAT-WEST & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $2,860 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,858 | $104,336-36.9% | $159,474-58.7% | $86,821-24.1% |
| Participation rate | 74.4% | 77.7%-3.3pp | 82.8%-8.5pp | 72.3%+2.1pp |
| Annual return | 17.69% | 26.32%-8.6pp | 263.68%-246.0pp | 97.94%-80.3pp |
| Employer contribution / active EE | $2,411 | $3,451-30.1% | $4,831-50.1% | $2,406+0.2% |
| Participant deferral / active EE | $4,341 | $6,837-36.5% | $7,353-41.0% | $4,132+5.1% |
| Admin fee / account holder | $134 | $172-22.4% | $10,802-98.8% | $170-21.1% |