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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $88,146 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,749 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,867 | $88,730-32.5% | $82,313-27.3% | $77,958-23.2% |
| Participation rate | 58.6% | 84.5%-25.9pp | 76.9%-18.3pp | 71.6%-13.0pp |
| Annual return | 46.01% | 20.88%+25.1pp | 25.88%+20.1pp | 20.87%+25.1pp |
| Employer contribution / active EE | $1,695 | $2,758-38.6% | $2,428-30.2% | $2,310-26.7% |
| Participant deferral / active EE | $1,947 | $4,634-58.0% | $3,706-47.5% | $3,537-44.9% |
| Admin fee / account holder | $35 | $74-52.2% | $5,608-99.4% | $97-63.7% |