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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $34,805 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,962 | $83,023-41.0% | $102,437-52.2% | $77,762-37.0% |
| Participation rate | 41.3% | 71.5%-30.2pp | 74.5%-33.2pp | 70.6%-29.3pp |
| Annual return | 15.15% | 19.12%-4.0pp | 24.95%-9.8pp | 31.27%-16.1pp |
| Employer contribution / active EE | $292 | $3,552-91.8% | $3,871-92.5% | $2,728-89.3% |
| Participant deferral / active EE | $3,081 | $4,110-25.0% | $5,060-39.1% | $4,651-33.8% |
| Admin fee / account holder | $341 | $639-46.7% | $8,388-95.9% | $433-21.3% |