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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,115 |
Filed as: AXA ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $34,485 |
PREMIER THERAPY LLC1 year Service code 27 · EIN 31-1746182 | Advisory (Plan) | $11,046 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,918 | $53,254-10.0% | $155,574-69.2% | $199,921-76.0% |
| Participation rate | 32.7% | 64.1%-31.4pp | 78.2%-45.5pp | 72.0%-39.3pp |
| Annual return | 14.18% | 41.18%-27.0pp | 64.87%-50.7pp | 34.28%-20.1pp |
| Employer contribution / active EE | $227 | $1,848-87.7% | $4,676-95.1% | $3,035-92.5% |
| Participant deferral / active EE | $1,101 | $3,165-65.2% | $5,629-80.4% | $5,089-78.4% |
| Admin fee / account holder | $228 | $186+23.0% | $15,914-98.6% | $269-15.2% |