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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $37,898 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,350 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,292 | $89,093-16.6% | $102,434-27.5% | $77,736-4.4% |
| Participation rate | 73.9% | 80.9%-7.0pp | 76.5%-2.6pp | 70.6%+3.3pp |
| Annual return | 15.22% | 25.03%-9.8pp | 29.46%-14.2pp | 31.26%-16.0pp |
| Employer contribution / active EE | $234 | $2,699-91.3% | $3,023-92.3% | $2,728-91.4% |
| Participant deferral / active EE | $5,007 | $5,147-2.7% | $5,055-1.0% | $4,651+7.7% |
| Admin fee / account holder | $294 | $236+24.5% | $9,462-96.9% | $433-32.2% |