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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $21,131 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,758 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,318 | $86,655-81.2% | $119,622-86.4% | $66,938-75.6% |
| Participation rate | 73.6% | 75.6%-1.9pp | 79.3%-5.6pp | 69.8%+3.8pp |
| Annual return | -16.57% | -8.00%-8.6pp | -14.98%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $470 | $2,536-81.5% | $4,232-88.9% | $2,545-81.5% |
| Participant deferral / active EE | $3,156 | $4,358-27.6% | $5,601-43.7% | $4,238-25.5% |
| Admin fee / account holder | $84 | $755-88.9% | $10,328-99.2% | $594-85.9% |