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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $6,179 |
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).
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 | $38,520 | $36,916+4.3% | $156,551-75.4% | $57,658-33.2% |
| Participation rate | 40.3% | 63.4%-23.1pp | 84.0%-43.7pp | 70.2%-29.9pp |
| Annual return | 5.57% | 12.38%-6.8pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $520 | $1,571-66.9% | $5,501-90.5% | $1,974-73.6% |
| Participant deferral / active EE | $747 | $1,926-61.2% | $4,871-84.7% | $3,061-75.6% |
| Admin fee / account holder | $32 | $82-60.9% | $13,028-99.8% | $95-65.9% |