See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Sales load... | $253,122 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS, LLC Service code 16 4251 CRUMS MILLS RD · HARRISBURG, PA 17112 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,316 | $155,795-68.3% | $136,294-63.8% | $69,631-29.2% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.4pp | 70.7%+5.9pp |
| Annual return | 35.83% | 232464.33%-232428.5pp | 5155.94%-5120.1pp | 27571.02%-27535.2pp |
| Employer contribution / active EE | $1,571 | $2,991-47.5% | $4,695-66.5% | $2,032-22.7% |
| Participant deferral / active EE | $4,456 | $5,394-17.4% | $6,247-28.7% | $3,224+38.2% |
| Admin fee / account holder | $376 | $128+193.5% | $9,243-95.9% | $110+240.8% |