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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,411 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $33,438 |
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 | $40,308 | $106,236-62.1% | $112,263-64.1% | $64,824-37.8% |
| Participation rate | 37.9% | 71.7%-33.8pp | 75.1%-37.2pp | 71.5%-33.6pp |
| Annual return | -15.17% | -6.02%-9.1pp | 27.49%-42.7pp | 32.84%-48.0pp |
| Employer contribution / active EE | $250 | $3,167-92.1% | $3,636-93.1% | $2,507-90.0% |
| Participant deferral / active EE | $2,740 | $3,786-27.6% | $4,729-42.1% | $4,311-36.4% |
| Admin fee / account holder | $404 | $452-10.5% | $6,410-93.7% | $188+115.2% |