Filed December 24, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities brokerage commissions and ... | $46,930 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 95-2834236 1290 AVENUES OF AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $0 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 63 · EIN 34-1542819 225 WATER STREET · JACKSONVILLE, FL 32202 | 12b-1 Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,381 | $91,517+28.3% | $101,275+15.9% | $73,412+59.9% |
| Participation rate | 99.7% | 73.8%+25.9pp | 75.8%+23.9pp | 72.2%+27.5pp |
| Annual return | -2.12% | 17.17%-19.3pp | 46.48%-48.6pp | 59.30%-61.4pp |
| Employer contribution / active EE | $11,267 | $2,877+291.7% | $3,660+207.8% | $2,234+404.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $219 | $216+1.3% | $5,948-96.3% | $158+38.5% |