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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,709 |
Filed as: AXA ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $32,114 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,436 | $46,332-19.2% | $143,799-74.0% | $64,819-42.2% |
| Participation rate | 41.7% | 64.2%-22.6pp | 80.3%-38.6pp | 71.5%-29.8pp |
| Annual return | -16.26% | -10.05%-6.2pp | -0.04%-16.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $294 | $1,911-84.6% | $4,952-94.1% | $2,507-88.3% |
| Participant deferral / active EE | $996 | $2,647-62.4% | $5,638-82.3% | $4,311-76.9% |
| Admin fee / account holder | $180 | $154+17.3% | $14,677-98.8% | $188-3.9% |