Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,846 |
Filed as: AXA ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $29,392 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,743 | $52,293-29.7% | $178,499-79.4% | $73,412-49.9% |
| Participation rate | 74.0% | 65.3%+8.6pp | 81.9%-7.9pp | 72.2%+1.8pp |
| Annual return | 15.85% | 34.75%-18.9pp | 151.10%-135.3pp | 59.30%-43.4pp |
| Employer contribution / active EE | $646 | $1,735-62.8% | $5,011-87.1% | $2,234-71.1% |
| Participant deferral / active EE | $1,861 | $2,332-20.2% | $5,202-64.2% | $3,806-51.1% |
| Admin fee / account holder | $159 | $127+24.8% | $13,986-98.9% | $158+0.7% |