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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 55 | Other Commissions | $85 |
GUIDAN FINANCIAL GROUP1 year Service code 13 | Contract Administrator | $7 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,312 | $131,835-74.7% | $108,582-69.3% | $273,972-87.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -15.47% | -91.57%+76.1pp | -51.70%+36.2pp | 41.46%-56.9pp |
| Employer contribution / active EE | $943 | $4,913-80.8% | $3,758-74.9% | $4,869-80.6% |
| Participant deferral / active EE | $954 | $5,127-81.4% | $4,311-77.9% | $5,287-82.0% |
| Admin fee / account holder | $550 | $10,253-94.6% | $7,645-92.8% | $10,133-94.6% |