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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $5,666 |
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.
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).
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 | $30,579 | $58,726-47.9% | $92,240-66.8% | $62,293-50.9% |
| Participation rate | 31.5% | 68.3%-36.9pp | 76.5%-45.0pp | 69.5%-38.0pp |
| Annual return | 17.22% | 43.62%-26.4pp | 176.29%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $436 | $2,392-81.8% | $3,680-88.1% | $2,042-78.6% |
| Participant deferral / active EE | $1,367 | $2,766-50.6% | $3,897-64.9% | $3,169-56.9% |
| Admin fee / account holder | $82 | $556-85.2% | $5,194-98.4% | $479-82.8% |