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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,288 |
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $6,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,322 | $70,430-39.9% | $96,572-56.2% | $85,851-50.7% |
| Participation rate | 62.5% | 61.8%+0.7pp | 69.8%-7.3pp | 69.3%-6.8pp |
| Annual return | 13.18% | 18.58%-5.4pp | 37.79%-24.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,858 | $2,894-35.8% | $3,850-51.7% | $3,952-53.0% |
| Admin fee / account holder | $209 | $4,996-95.8% | $6,183-96.6% | $6,261-96.7% |