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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,116 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $34,985 |
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 | $43,507 | $78,275-44.4% | $109,173-60.1% | $86,821-49.9% |
| Participation rate | 40.1% | 73.8%-33.8pp | 75.9%-35.8pp | 72.3%-32.2pp |
| Annual return | 19.32% | 19.14%+0.2pp | 25.75%-6.4pp | 97.94%-78.6pp |
| Employer contribution / active EE | $416 | $3,105-86.6% | $3,723-88.8% | $2,406-82.7% |
| Participant deferral / active EE | $2,590 | $3,641-28.9% | $4,654-44.4% | $4,132-37.3% |
| Admin fee / account holder | $346 | $198+74.5% | $6,755-94.9% | $170+104.3% |