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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $26,020 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,751 |
KARR BARTH FINANCIAL PLANNING, INC.1+ years Filed as: KARR BARTH PENSION ADMINISTRATION Service code 27 40 MONUMENT ROAD · BALA CYNWYD, PA 19004 | Advisory (Plan) | $6,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,938 | $77,634+5.5% | $156,549-47.7% | $62,891+30.3% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 0.75% | 50.32%-49.6pp | 32.23%-31.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $2,416 | $3,444-29.8% | $5,501-56.1% | $2,281+5.9% |
| Participant deferral / active EE | $3,989 | $3,045+31.0% | $4,871-18.1% | $3,203+24.5% |
| Admin fee / account holder | $410 | $5,561-92.6% | $13,027-96.9% | $4,296-90.5% |