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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $8,274 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,491 |
ADP BROKER-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,295 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA ADVISORS, INC Service code 27 14851 N SCOTTSDALE RD STE 103 · SCOTTSDALE, AZ 85254 | Advisory (Plan) | $0 |
Filed as: AXA ADVISORS, LLC Service code 55 | Other Commissions | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,404 | $52,293-53.3% | $178,499-86.3% | $73,412-66.8% |
| Participation rate | 31.5% | 65.3%-33.8pp | 81.9%-50.4pp | 72.2%-40.6pp |
| Annual return | -9.32% | 34.75%-44.1pp | 151.10%-160.4pp | 59.30%-68.6pp |
| Employer contribution / active EE | $248 | $1,735-85.7% | $5,011-95.1% | $2,234-88.9% |
| Participant deferral / active EE | $996 | $2,332-57.3% | $5,202-80.8% | $3,806-73.8% |
| Admin fee / account holder | $61 | $127-52.1% | $13,986-99.6% | $158-61.3% |