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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,404 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS Service code 27 | Advisory (Plan) | $28,414 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $14,385 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,446 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,562 | $88,122-82.3% | $141,191-89.0% | $67,579-77.0% |
| Participation rate | 95.2% | 76.5%+18.8pp | 82.5%+12.8pp | 71.3%+24.0pp |
| Annual return | 20.33% | 75.40%-55.1pp | 71.41%-51.1pp | 378.56%-358.2pp |
| Employer contribution / active EE | $747 | $3,224-76.8% | $4,736-84.2% | $2,148-65.2% |
| Participant deferral / active EE | $2,160 | $5,958-63.7% | $6,710-67.8% | $3,539-39.0% |
| Admin fee / account holder | $62 | $131-52.7% | $10,264-99.4% | $142-56.5% |