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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $7,123 |
Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $2,500 |
REGIONS BANK1 year Filed as: REGIONS BANK 63-0371391 Service code 27 | Advisory (Plan) | $1,367 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $77,638-100.0% | $156,551-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 5.02% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,310 | $3,444-62.0% | $5,501-76.2% | $2,281-42.6% |
| Participant deferral / active EE | $1,378 | $3,046-54.7% | $4,871-71.7% | $3,203-57.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |