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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $45,464 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,574 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,021 | $78,690+18.2% | $161,489-42.4% | $87,485+6.3% |
| Participation rate | 80.7% | 67.5%+13.3pp | 78.7%+2.0pp | 68.9%+11.8pp |
| Annual return | 10.68% | 32.74%-22.1pp | 89.72%-79.0pp | 26.06%-15.4pp |
| Employer contribution / active EE | $2,398 | $2,588-7.4% | $4,268-43.8% | $2,596-7.6% |
| Participant deferral / active EE | $4,013 | $3,311+21.2% | $5,630-28.7% | $4,274-6.1% |
| Admin fee / account holder | $484 | $6,724-92.8% | $16,006-97.0% | $7,775-93.8% |