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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $131,679 |
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $19,750 |
GELTRUDE & CO.2+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $14,330 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 ACCOUNTING OPERATIONS CC/A · BOSTON, MA 022065607 | Other fees; Float revenue | $10,132 |
THE SAVITZ ORGANIZATION2+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $5,350 |
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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 | $49,677-100.0% | $522,493-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.0%-37.0pp | 3.6%-3.6pp |
| Annual return | 6.20% | 11.88%-5.7pp | 4.11%+2.1pp | 11.88%-5.7pp |
| Employer contribution / active EE | $10,183 | $14,612-30.3% | $35,308-71.2% | $14,612-30.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $25-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $8,766-100.0% | $637-100.0% |