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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 61 · EIN 13-4078005 525 WASHINGTON BLVD FL 29 · JERSEY CITY, NJ 07310 | Finders' fees / placement fees | $0 |
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.
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 | $70,083 | $56,640+23.7% | $78,002-10.2% | $55,167+27.0% |
| Participation rate | 50.5% | 73.3%-22.8pp | 75.5%-25.0pp | 69.0%-18.4pp |
| Annual return | 5.92% | 2868.48%-2862.6pp | 425.99%-420.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,634 | $2,778-41.2% | $3,497-53.3% | $3,054-46.5% |
| Admin fee / account holder | $15 | $467-96.8% | $5,481-99.7% | $504-97.0% |