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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $25,998 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,121 | $71,666-71.9% | $117,860-82.9% | $69,631-71.1% |
| Participation rate | 48.6% | 77.5%-29.0pp | 79.7%-31.1pp | 70.7%-22.1pp |
| Annual return | 18.09% | 18.86%-0.8pp | 335.10%-317.0pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $578 | $3,340-82.7% | $4,482-87.1% | $3,224-82.1% |
| Admin fee / account holder | $96 | $120-20.5% | $8,021-98.8% | $110-13.4% |