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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $14,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,026 | $46,732-18.6% | $156,551-75.7% | $55,167-31.1% |
| Participation rate | 13.1% | 65.8%-52.7pp | 84.0%-70.9pp | 69.0%-55.9pp |
| Annual return | 5.54% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $700 | $2,204-68.2% | $4,871-85.6% | $3,054-77.1% |
| Admin fee / account holder | $257 | $418-38.7% | $13,028-98.0% | $504-49.1% |