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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA Service code 27 1800 E LANCASTER AVE · PAOLI, PA 19301 | Advisory (Plan) | $64,863 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,157 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$66,615 |
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 | $50,352 | $80,360-37.3% | $90,161-44.2% | $77,958-35.4% |
| Participation rate | 86.1% | 81.9%+4.2pp | 76.9%+9.3pp | 71.6%+14.5pp |
| Annual return | 21.08% | 24.56%-3.5pp | 34.89%-13.8pp | 20.87%+0.2pp |
| Employer contribution / active EE | $1,461 | $2,326-37.2% | $3,318-56.0% | $2,310-36.8% |
| Participant deferral / active EE | $4,515 | $5,829-22.5% | $5,287-14.6% | $3,537+27.7% |
| Admin fee / account holder | $14 | $64-77.8% | $5,943-99.8% | $97-85.4% |