Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $6,701 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,146 | $106,264-55.6% | $147,117-68.0% | $77,762-39.4% |
| Participation rate | 58.3% | 78.4%-20.1pp | 82.2%-23.9pp | 70.6%-12.3pp |
| Annual return | 15.11% | 56.94%-41.8pp | 420.54%-405.4pp | 31.27%-16.2pp |
| Employer contribution / active EE | $1,518 | $4,074-62.7% | $4,932-69.2% | $2,728-44.4% |
| Participant deferral / active EE | $4,407 | $8,003-44.9% | $8,065-45.3% | $4,651-5.2% |
| Admin fee / account holder | $122 | $334-63.6% | $12,993-99.1% | $433-71.9% |