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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 55 · EIN 13-4078005 | Other Commissions | $26,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $638 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,767 | $89,652+29.1% | $141,191-18.0% | $65,185+77.6% |
| Participation rate | 71.5% | 74.7%-3.2pp | 82.5%-10.9pp | 70.2%+1.3pp |
| Annual return | 23.87% | 32.79%-8.9pp | 71.41%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $11,441 | $5,691+101.0% | $6,710+70.5% | $3,514+225.6% |
| Admin fee / account holder | $6 | $569-99.0% | $10,264-99.9% | $847-99.3% |