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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $25,389 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,407 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,210 | $34,634-27.2% | $77,100-67.3% | $64,824-61.1% |
| Participation rate | 74.9% | 49.8%+25.0pp | 67.9%+7.0pp | 71.5%+3.4pp |
| Annual return | 43.68% | -5.31%+49.0pp | 42.35%+1.3pp | 32.84%+10.8pp |
| Employer contribution / active EE | $859 | $1,385-38.0% | $2,815-69.5% | $2,507-65.8% |
| Participant deferral / active EE | $2,486 | $2,553-2.6% | $4,430-43.9% | $4,311-42.3% |
| Admin fee / account holder | $114 | $178-36.2% | $5,443-97.9% | $188-39.5% |