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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 64 · EIN 13-5570651 PO BOX 8095 · BOSTON, MA 022668065 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,967 | $59,186-51.1% | $76,768-62.3% | $56,287-48.5% |
| Participation rate | 51.3% | 75.2%-23.9pp | 77.0%-25.7pp | 69.9%-18.6pp |
| Annual return | -1.37% | 6.62%-8.0pp | 2.43%-3.8pp | -9.96%+8.6pp |
| Employer contribution / active EE | $80 | $1,759-95.4% | $2,485-96.8% | $2,111-96.2% |
| Participant deferral / active EE | $1,603 | $3,255-50.8% | $3,852-58.4% | $3,350-52.2% |
| Admin fee / account holder | $109 | $489-77.8% | $6,675-98.4% | $521-79.2% |