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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $43,519 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,952 | $73,867+8.2% | $143,757-44.4% | $68,494+16.7% |
| Participation rate | 68.5% | 66.7%+1.9pp | 80.3%-11.8pp | 67.9%+0.7pp |
| Annual return | -10.55% | 1.01%-11.6pp | -0.04%-10.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,881 | $3,184-40.9% | $4,951-62.0% | $2,596-27.5% |
| Participant deferral / active EE | $3,325 | $3,384-1.8% | $5,637-41.0% | $4,027-17.4% |
| Admin fee / account holder | $495 | $5,755-91.4% | $14,673-96.6% | $5,403-90.8% |