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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $21,861 |
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 | $20,556 | $62,267-67.0% | $110,241-81.4% | $55,725-63.1% |
| Participation rate | 46.6% | 78.1%-31.6pp | 79.8%-33.3pp | 70.9%-24.3pp |
| Annual return | -5.83% | -1.07%-4.8pp | 314.75%-320.6pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,827-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $595 | $3,516-83.1% | $4,672-87.3% | $3,356-82.3% |
| Admin fee / account holder | $75 | $121-37.9% | $8,548-99.1% | $115-34.8% |