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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,450 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 61 200 W. BIG BEAVER ROAD · TROY, MI 48084 | Finders' fees / placement fees | $0 |
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 | $30,171 | $80,211-62.4% | $74,184-59.3% | $63,975-52.8% |
| Participation rate | 44.2% | 84.2%-40.0pp | 76.6%-32.4pp | 71.1%-26.9pp |
| Annual return | 8.26% | 14.13%-5.9pp | 17.74%-9.5pp | 48.65%-40.4pp |
| Employer contribution / active EE | $904 | $2,553-64.6% | $2,370-61.9% | $2,182-58.6% |
| Participant deferral / active EE | $1,556 | $4,370-64.4% | $3,550-56.2% | $3,356-53.6% |
| Admin fee / account holder | $31 | $67-53.2% | $5,586-99.4% | $70-55.3% |