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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 | $13,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $45,393 | $84,236-46.1% | $170,435-73.4% | $70,126-35.3% |
| Participation rate | 25.8% | 70.8%-45.0pp | 83.6%-57.8pp | 69.5%-43.7pp |
| Annual return | 10.21% | 23.06%-12.9pp | 205.94%-195.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,398 | $3,086-54.7% | $4,939-71.7% | $3,332-58.0% |
| Admin fee / account holder | $275 | $5,698-95.2% | $13,881-98.0% | $4,645-94.1% |