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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $31,037 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,260 |
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 | $72,670 | $55,449+31.1% | $83,831-13.3% | $56,289+29.1% |
| Participation rate | 75.3% | 68.0%+7.3pp | 76.1%-0.8pp | 69.9%+5.5pp |
| Annual return | -2.92% | -1.38%-1.5pp | 850.99%-853.9pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,790 | $2,430-26.4% | $3,631-50.7% | $2,111-15.2% |
| Participant deferral / active EE | $6,104 | $2,935+107.9% | $4,082+49.5% | $3,350+82.2% |
| Admin fee / account holder | $192 | $656-70.7% | $5,479-96.5% | $521-63.1% |