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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 | Directed Trustee | $3,462 |
Filed as: FIDELITY INVESTMENT INST OP CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $612 |
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.
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 | $27,079 | $34,220-20.9% | $73,836-63.3% | $59,188-54.3% |
| Participation rate | 6.1% | 59.1%-53.0pp | 73.4%-67.4pp | 69.4%-63.3pp |
| Annual return | 1.48% | 3.36%-1.9pp | 2268.06%-2266.6pp | 5.51%-4.0pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $262 | $2,035-87.1% | $3,583-92.7% | $3,265-92.0% |
| Admin fee / account holder | $32 | $64-50.0% | $4,882-99.3% | $92-65.2% |