Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO7+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $28,549 |
Filed as: MAYER HOFFMAN MCCANN Service code 15 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Recordkeeping | $18,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,110 | $106,549-94.3% | $91,225-93.3% | $134,509-95.5% |
| Participation rate | 26.7% | 76.8%-50.1pp | 73.2%-46.5pp | 81.2%-54.6pp |
| Annual return | -19.25% | 160.73%-180.0pp | 114.10%-133.3pp | 418.13%-437.4pp |
| Employer contribution / active EE | $96 | $3,331-97.1% | $2,851-96.6% | $4,741-98.0% |
| Participant deferral / active EE | $2,799 | $4,719-40.7% | $4,234-33.9% | $6,400-56.3% |
| Admin fee / account holder | $166 | $6,234-97.3% | $5,422-96.9% | $11,427-98.5% |