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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 15 · EIN 13-5570651 | Recordkeeping | $15,885 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,707 | $50,947-61.3% | $74,551-73.6% | $64,173-69.3% |
| Participation rate | 52.1% | 61.1%-9.0pp | 69.1%-17.1pp | 69.6%-17.5pp |
| Annual return | 8.17% | -1.85%+10.0pp | 32.53%-24.4pp | 7.63%+0.5pp |
| Employer contribution / active EE | $468 | $1,115-58.1% | $1,961-76.1% | $2,381-80.4% |
| Participant deferral / active EE | $2,656 | $2,302+15.4% | $3,108-14.6% | $3,470-23.5% |
| Admin fee / account holder | $169 | $4,221-96.0% | $5,059-96.7% | $4,887-96.5% |