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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO8+ years Filed as: AXA ADVISORS LLC Service code 15 · EIN 13-4078005 | Recordkeeping | $37,338 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,441 |
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.)
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 | $83,524 | $77,899+7.2% | $149,673-44.2% | $75,163+11.1% |
| Participation rate | 65.6% | 65.6%0pp | 78.8%-13.2pp | 67.2%-1.6pp |
| Annual return | 10.32% | 31.72%-21.4pp | 134.42%-124.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,895 | $3,137-39.6% | $4,818-60.7% | $2,670-29.0% |
| Participant deferral / active EE | $3,515 | $3,411+3.0% | $5,680-38.1% | $4,125-14.8% |
| Admin fee / account holder | $426 | $5,956-92.9% | $13,210-96.8% | $5,651-92.5% |