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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $27,672 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,403 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $3,563 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $228,126 | $77,638+193.8% | $156,551+45.7% | $62,881+262.8% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 6.44% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $8,024 | $3,444+133.0% | $5,501+45.9% | $2,281+251.8% |
| Participant deferral / active EE | $6,699 | $3,046+119.9% | $4,871+37.5% | $3,203+109.1% |
| Admin fee / account holder | $315 | $5,561-94.3% | $13,028-97.6% | $4,296-92.7% |