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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,504 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,160 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,824 | $43,423-40.5% | $78,676-67.2% | $55,167-53.2% |
| Participation rate | 88.8% | 68.0%+20.8pp | 73.6%+15.2pp | 69.0%+19.8pp |
| Annual return | 4.74% | 11.53%-6.8pp | 62.19%-57.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $741 | $1,997-62.9% | $2,850-74.0% | $1,963-62.2% |
| Participant deferral / active EE | $2,129 | $2,509-15.1% | $3,517-39.5% | $3,054-30.3% |
| Admin fee / account holder | $59 | $416-85.8% | $4,510-98.7% | $504-88.3% |