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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO8+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 13-4071393 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Investment Management | $112,444 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $94,620 |
GELTRUDE & CO.8+ years Filed as: GELTRUDE & COMPANY Service code 10 · EIN 22-3363665 517 FRANKLIN AVENUE · NUTLEY, NJ 07110 | Accounting | $14,535 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $218,366-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 40.0%-40.0pp | 5.6%-5.6pp |
| Annual return | -13.68% | 39.82%-53.5pp | -9.12%-4.6pp | 39.82%-53.5pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $36,696-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $72-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,602-100.0% | $62-100.0% |