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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $20,843 |
DAILY ACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $0 |
PFS INVESTMENTS1+ years Filed as: PRIMERICA FINANCIAL Service code 27 9320 SANTA ANITA AVENUE · RANCHO CUCAMONGA, CA 91730 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,167 | $46,360-34.9% | $147,617-79.6% | $52,331-42.4% |
| Participation rate | 52.2% | 64.9%-12.8pp | 84.6%-32.4pp | 68.1%-15.9pp |
| Annual return | -5.69% | 1.62%-7.3pp | 61.98%-67.7pp | 4.54%-10.2pp |
| Employer contribution / active EE | $300 | $2,126-85.9% | $5,564-94.6% | $1,882-84.1% |
| Participant deferral / active EE | $1,784 | $2,258-21.0% | $4,895-63.6% | $3,022-41.0% |
| Admin fee / account holder | $227 | $766-70.4% | $11,612-98.0% | $592-61.7% |