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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $12,386 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,011 | $43,133-39.7% | $89,414-70.9% | $73,493-64.6% |
| Participation rate | 55.9% | 55.0%+0.9pp | 68.0%-12.1pp | 70.7%-14.8pp |
| Annual return | 14.02% | 135.66%-121.6pp | 245.50%-231.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $468 | $1,438-67.4% | $2,586-81.9% | $2,270-79.4% |
| Participant deferral / active EE | $1,164 | $2,445-52.4% | $3,890-70.1% | $3,740-68.9% |
| Admin fee / account holder | $217 | $444-51.0% | $4,883-95.6% | $513-57.7% |