Filed December 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,359,242 |
Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $75,183 |
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $65,328 |
Filed as: JOHN HANCOCK Service code 27 · EIN 01-0233346 | Advisory (Plan) | $64,733 |
Filed as: PRICEWATERHOUSECOOPER LLP Service code 16 · EIN 13-4008324 | Consulting | $55,634 |
WAGNER & ZWERMAN LLP5+ years Service code 10 · EIN 11-2836481 | Accounting | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,061 | $32,762-69.3% | $84,646-88.1% | $89,609-88.8% |
| Participation rate | 56.7% | 34.6%+22.1pp | 68.2%-11.5pp | 69.6%-12.8pp |
| Annual return | 24.30% | 28.37%-4.1pp | 258.85%-234.5pp | 33.65%-9.3pp |
| Employer contribution / active EE | $66 | $564-88.3% | $2,654-97.5% | $2,584-97.4% |
| Participant deferral / active EE | $1,982 | $1,501+32.1% | $3,901-49.2% | $4,222-53.1% |
| Admin fee / account holder | $74 | $82-10.8% | $4,915-98.5% | $72+2.8% |