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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $39,313 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,738 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $96,818 | $69,383+39.5% | $101,275-4.4% | $73,497+31.7% |
| Participation rate | 90.2% | 68.4%+21.9pp | 75.8%+14.4pp | 70.7%+19.5pp |
| Annual return | 17.52% | 18.46%-0.9pp | 46.48%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,669 | $2,628+1.5% | $3,660-27.1% | $2,270+17.6% |
| Participant deferral / active EE | $7,673 | $3,301+132.4% | $4,371+75.6% | $3,740+105.2% |
| Admin fee / account holder | $312 | $704-55.6% | $5,948-94.7% | $513-39.1% |