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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $20,500 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,536 | $31,679-0.5% | $74,701-57.8% | $65,185-51.6% |
| Participation rate | 34.3% | 40.4%-6.1pp | 54.5%-20.2pp | 70.2%-35.9pp |
| Annual return | 16.63% | 39.04%-22.4pp | 752.92%-736.3pp | 29.38%-12.8pp |
| Employer contribution / active EE | $135 | $566-76.1% | $1,084-87.5% | $2,177-93.8% |
| Participant deferral / active EE | $800 | $1,191-32.8% | $1,964-59.2% | $3,514-77.2% |
| Admin fee / account holder | $226 | $379-40.3% | $3,333-93.2% | $847-73.3% |