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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INS. CO. Service code 15 · EIN 13-5570561 | Recordkeeping | $6,032 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,157 | $46,297-82.4% | $71,671-88.6% | $62,293-86.9% |
| Participation rate | 64.0% | 60.6%+3.4pp | 68.7%-4.7pp | 69.5%-5.5pp |
| Annual return | 15.63% | 22.32%-6.7pp | 20.65%-5.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $751 | $1,412-46.8% | $2,460-69.5% | $2,042-63.2% |
| Participant deferral / active EE | $239 | $2,235-89.3% | $3,438-93.1% | $3,169-92.5% |
| Admin fee / account holder | $33 | $461-92.8% | $5,558-99.4% | $479-93.1% |