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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 37 · EIN 13-5570651 | Loan Processing | $53 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,085 | $181,896-79.1% | $156,551-75.7% | $273,972-86.1% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 10.06% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,674 | $6,248-73.2% | $5,501-69.6% | $4,869-65.6% |
| Participant deferral / active EE | $3,833 | $5,550-30.9% | $4,871-21.3% | $5,287-27.5% |
| Admin fee / account holder | $3,477 | $15,560-77.7% | $13,028-73.3% | $10,133-65.7% |