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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,482 |
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $5,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,919 | $49,138-16.7% | $84,023-51.3% | $65,186-37.2% |
| Participation rate | 61.4% | 60.7%+0.6pp | 69.0%-7.6pp | 70.2%-8.8pp |
| Annual return | 20.59% | 23.00%-2.4pp | 71.32%-50.7pp | 29.39%-8.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,851 | $2,397-22.8% | $3,239-42.9% | $3,514-47.3% |
| Admin fee / account holder | $189 | $543-65.1% | $6,102-96.9% | $847-77.6% |