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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,599 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $28,991 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,248 | $62,267-56.2% | $110,238-75.3% | $55,725-51.1% |
| Participation rate | 76.1% | 78.1%-2.1pp | 79.8%-3.8pp | 70.9%+5.2pp |
| Annual return | -6.83% | -1.07%-5.8pp | 314.74%-321.6pp | 244.93%-251.8pp |
| Employer contribution / active EE | $1,654 | $1,941-14.8% | $3,826-56.8% | $2,078-20.4% |
| Participant deferral / active EE | $6,364 | $3,516+81.0% | $4,672+36.2% | $3,356+89.7% |
| Admin fee / account holder | $147 | $121+22.0% | $8,547-98.3% | $115+28.0% |