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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $6,038 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-3623351 | Directed Trustee | $230 |
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 | $59,312 | $48,284+22.8% | $67,524-12.2% | $80,911-26.7% |
| Participation rate | 95.0% | 66.4%+28.6pp | 72.9%+22.1pp | 67.6%+27.4pp |
| Annual return | 15.87% | 18.27%-2.4pp | 3519.41%-3503.5pp | 35.63%-19.8pp |
| Employer contribution / active EE | $1,665 | $2,021-17.6% | $2,734-39.1% | $2,756-39.6% |
| Participant deferral / active EE | $3,138 | $2,927+7.2% | $4,001-21.6% | $4,297-27.0% |
| Admin fee / account holder | $44 | $3,688-98.8% | $4,001-98.9% | $6,935-99.4% |