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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $18,033 |
INDEP FINANCIAL SERVICES3 years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,859 |
Filed as: ADMIN GROUP DBA TAG RESOURCES Service code 27 · EIN 62-1874769 | Advisory (Plan) | $10,540 |
Filed as: AXA EQUITABLE LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $835 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,052 | $64,705-47.4% | $62,929-45.9% | $67,986-49.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 11.44% | 20.31%-8.9pp | 1063.93%-1052.5pp | 31.67%-20.2pp |
| Employer contribution / active EE | $1,059 | $2,376-55.4% | $2,505-57.7% | $2,019-47.5% |
| Participant deferral / active EE | $2,055 | $3,198-35.7% | $3,888-47.1% | $3,358-38.8% |
| Admin fee / account holder | $259 | $1,428-81.9% | $5,065-94.9% | $3,203-91.9% |