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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $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 | $65,084-47.7% | $67,681-49.7% | $64,340-47.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 11.44% | 20.50%-9.1pp | 590.58%-579.1pp | 24.14%-12.7pp |
| Employer contribution / active EE | $1,059 | $2,398-55.8% | $2,678-60.4% | $1,862-43.1% |
| Participant deferral / active EE | $2,055 | $3,210-36.0% | $3,976-48.3% | $2,980-31.0% |
| Admin fee / account holder | $259 | $1,415-81.7% | $6,100-95.8% | $3,703-93.0% |