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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,675 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, INC Service code 49 4000 SMITH RD STE 300 · CINCINNATI, OH 45209 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,865 | $31,370-68.6% | $74,577-86.8% | $63,975-84.6% |
| Participation rate | 9.5% | 42.6%-33.1pp | 68.1%-58.6pp | 71.1%-61.6pp |
| Annual return | 4.07% | -105.16%+109.2pp | 20.47%-16.4pp | 48.65%-44.6pp |
| Employer contribution / active EE | $79 | $822-90.4% | $2,525-96.9% | $2,182-96.4% |
| Participant deferral / active EE | $400 | $1,560-74.4% | $3,458-88.4% | $3,356-88.1% |
| Admin fee / account holder | $15 | $77-81.1% | $4,138-99.6% | $70-79.4% |