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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 | $81,331+128.0% | $155,534+19.2% | $80,935+129.1% |
| Participation rate | 98.6% | 66.3%+32.4pp | 78.2%+20.4pp | 67.7%+31.0pp |
| Annual return | 16.74% | 33.37%-16.6pp | 64.92%-48.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $12,307 | $3,105+296.4% | $4,675+163.3% | $2,757+346.4% |
| Participant deferral / active EE | $9,386 | $3,454+171.7% | $5,630+66.7% | $4,299+118.3% |
| Admin fee / account holder | $619 | $7,999-92.3% | $15,900-96.1% | $6,924-91.1% |