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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $19,019 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,057 | $93,182-78.5% | $146,685-86.3% | $79,393-74.7% |
| Participation rate | 65.5% | 76.4%-10.9pp | 80.1%-14.6pp | 70.7%-5.2pp |
| Annual return | 13.36% | 21.61%-8.2pp | 22.75%-9.4pp | 116.87%-103.5pp |
| Employer contribution / active EE | $402 | $2,420-83.4% | $4,137-90.3% | $2,428-83.4% |
| Participant deferral / active EE | $2,618 | $4,169-37.2% | $5,507-52.5% | $4,046-35.3% |
| Admin fee / account holder | $89 | $585-84.7% | $10,281-99.1% | $627-85.7% |