Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $8,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,758 | $82,678-76.1% | $125,391-84.2% | $68,490-71.2% |
| Participation rate | 42.9% | 75.1%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -15.58% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $806 | $6,111-86.8% | $7,448-89.2% | $4,028-80.0% |
| Admin fee / account holder | $98 | $6,277-98.4% | $10,009-99.0% | $5,403-98.2% |