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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $149,790 |
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $39,540 |
GELTRUDE & CO.4+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $14,250 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET RETIREE SERVICES Service code 62 · EIN 04-1867445 ACCOUNTING OPERATIONS CC/A · BOSTON, MA 022065607 | Float revenue; Other fees | $7,108 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $298,592-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 44.5%-44.5pp | 4.7%-4.7pp |
| Annual return | -7.38% | -0.69%-6.7pp | -0.25%-7.1pp | -0.69%-6.7pp |
| Employer contribution / active EE | $6,356 | $16,786-62.1% | $39,776-84.0% | $16,786-62.1% |
| Participant deferral / active EE | $0 | $525-100.0% | $0-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $18,607-100.0% | $124-100.0% |