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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $96,696 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $27,611 |
GELTRUDE & CO.1+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $13,696 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 ACCOUNTING OPERATIONS CC/A · BOSTON, MA 022065607 | Float revenue; Other fees | $12,501 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $154,906-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 21.1%-21.1pp | 4.3%-4.3pp |
| Annual return | -2.03% | 2.81%-4.8pp | -0.22%-1.8pp | 2.81%-4.8pp |
| Employer contribution / active EE | $8,632 | $16,358-47.2% | $35,165-75.5% | $16,358-47.2% |
| Participant deferral / active EE | $0 | $775-100.0% | $80-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $4,675-100.0% | $1,639-100.0% |