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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $61,547 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,462 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,144 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,431 | $81,262+128.2% | $155,602+19.2% | $80,911+129.2% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 16.74% | 33.34%-16.6pp | 64.81%-48.1pp | 35.63%-18.9pp |
| Employer contribution / active EE | $12,307 | $3,102+296.8% | $4,675+163.2% | $2,756+346.6% |
| Participant deferral / active EE | $9,386 | $3,451+171.9% | $5,629+66.7% | $4,297+118.4% |
| Admin fee / account holder | $619 | $7,992-92.3% | $15,923-96.1% | $6,935-91.1% |