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| Provider | Service type | Compensation |
|---|---|---|
HILLTOP NATIONAL BANK6 years Service code 15 300 COUNTRY CLUB ROAD · CASPER, WY 82609 | Recordkeeping | $5,835 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,311 | $65,125-56.5% | $143,797-80.3% | $66,949-57.7% |
| Participation rate | 57.3% | 65.2%-7.9pp | 80.3%-23.1pp | 69.8%-12.6pp |
| Annual return | -17.09% | -11.13%-6.0pp | -0.04%-17.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $6 | $2,362-99.7% | $4,952-99.9% | $2,545-99.8% |
| Participant deferral / active EE | $1,142 | $2,920-60.9% | $5,638-79.7% | $4,239-73.1% |
| Admin fee / account holder | $64 | $503-87.2% | $14,679-99.6% | $594-89.2% |