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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $185,686 |
Filed as: AXA ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $57,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,441 | $106,264+3.0% | $147,117-25.6% | $77,762+40.7% |
| Participation rate | 97.9% | 78.4%+19.5pp | 82.2%+15.7pp | 70.6%+27.3pp |
| Annual return | 19.98% | 56.94%-37.0pp | 420.54%-400.6pp | 31.27%-11.3pp |
| Employer contribution / active EE | $7,605 | $4,074+86.7% | $4,932+54.2% | $2,728+178.8% |
| Participant deferral / active EE | $10,364 | $8,003+29.5% | $8,065+28.5% | $4,651+122.9% |
| Admin fee / account holder | $316 | $334-5.5% | $12,993-97.6% | $433-27.1% |