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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $141,599 |
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $26,960 |
GELTRUDE & CO.3+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $14,350 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 ACCOUNTING OPERATIONS CC/A · BOSTON, MA 022065607 | Other fees; Float revenue | $10,714 |
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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 | $44,091-100.0% | $451,207-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 35.0%-35.0pp | 4.5%-4.5pp |
| Annual return | 10.96% | 13.95%-3.0pp | 8.77%+2.2pp | 13.95%-3.0pp |
| Employer contribution / active EE | $22,311 | $16,598+34.4% | $36,356-38.6% | $16,598+34.4% |
| Participant deferral / active EE | $0 | $511-100.0% | $68-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $3,635-100.0% | $612-100.0% |