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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS INC Service code 49 350 ESSJAY RD · WILLIAMSVILLE, NY 14221 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $12,282 | $31,424-60.9% | $81,473-84.9% | $69,631-82.4% |
| Participation rate | 2.2% | 50.8%-48.6pp | 68.0%-65.7pp | 70.7%-68.5pp |
| Annual return | 50.05% | 22.44%+27.6pp | 38.78%+11.3pp | 27571.02%-27521.0pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $179 | $1,838-90.3% | $3,537-95.0% | $3,224-94.5% |
| Admin fee / account holder | $0 | $103-99.6% | $4,561-100.0% | $110-99.6% |