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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,458 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 26 · EIN 42-1445429 | Advisory (Participants) | $14,739 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $490 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,524 | $38,925-73.0% | $73,836-85.7% | $55,191-80.9% |
| Participation rate | 59.1% | 66.0%-7.0pp | 73.4%-14.4pp | 69.2%-10.1pp |
| Annual return | -2.21% | 6.31%-8.5pp | 2268.06%-2270.3pp | 10.78%-13.0pp |
| Employer contribution / active EE | $563 | $1,695-66.8% | $2,787-79.8% | $1,899-70.3% |
| Participant deferral / active EE | $774 | $2,351-67.1% | $3,583-78.4% | $3,046-74.6% |
| Admin fee / account holder | $146 | $83+76.7% | $4,882-97.0% | $91+61.3% |