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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $25,559 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,742 |
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 | $18,763 | $91,372-79.5% | $130,045-85.6% | $74,460-74.8% |
| Participation rate | 78.3% | 77.8%+0.5pp | 78.5%-0.2pp | 70.7%+7.5pp |
| Annual return | 20.47% | 23.21%-2.7pp | -137.30%+157.8pp | 34.38%-13.9pp |
| Employer contribution / active EE | $534 | $2,563-79.2% | $4,321-87.6% | $2,638-79.8% |
| Participant deferral / active EE | $3,616 | $4,721-23.4% | $5,820-37.9% | $4,530-20.2% |
| Admin fee / account holder | $82 | $283-71.2% | $10,600-99.2% | $348-76.5% |