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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $106,489 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,084 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $25,000 |
MORNINGSTAR2 years 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,004 | $78,852-48.0% | $76,768-46.6% | $75,289-45.5% |
| Participation rate | 67.2% | 85.0%-17.8pp | 77.0%-9.8pp | 72.4%-5.2pp |
| Annual return | -6.62% | -1.29%-5.3pp | 2.43%-9.0pp | -0.04%-6.6pp |
| Employer contribution / active EE | $961 | $2,794-65.6% | $2,485-61.3% | $2,405-60.0% |
| Participant deferral / active EE | $1,919 | $4,800-60.0% | $3,852-50.2% | $3,739-48.7% |
| Admin fee / account holder | $33 | $79-58.1% | $6,675-99.5% | $102-67.7% |