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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $241,442 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $46,530 |
GELTRUDE & CO.10+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $10,889 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $358,721-100.0% | $319,563-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 41.2%-41.2pp | 43.7%-43.7pp |
| Annual return | -1.45% | 6.80%-8.3pp | 7.24%-8.7pp | 13.05%-14.5pp |
| Employer contribution / active EE | $0 | $35,435-100.0% | $33,207-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $196-100.0% | $31,365-100.0% |