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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $53,271 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,428 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,930 | $55,453+368.7% | $170,435+52.5% | $62,293+317.3% |
| Participation rate | 90.1% | 66.4%+23.7pp | 83.6%+6.5pp | 69.5%+20.6pp |
| Annual return | 16.43% | 21.38%-4.9pp | 205.94%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $7,150 | $2,164+230.5% | $5,432+31.6% | $2,042+250.1% |
| Participant deferral / active EE | $5,645 | $2,303+145.1% | $4,939+14.3% | $3,169+78.1% |
| Admin fee / account holder | $558 | $455+22.6% | $13,881-96.0% | $479+16.4% |