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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,496 | $45,050+23.2% | $63,018-11.9% | $70,126-20.9% |
| Participation rate | 40.2% | 69.5%-29.3pp | 74.8%-34.6pp | 69.5%-29.3pp |
| Annual return | 15.42% | 18.76%-3.3pp | 87.62%-72.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $564 | $2,052-72.5% | $2,761-79.6% | $2,343-75.9% |
| Participant deferral / active EE | $1,184 | $2,466-52.0% | $3,330-64.4% | $3,332-64.5% |
| Admin fee / account holder | $24 | $2,834-99.1% | $3,601-99.3% | $4,645-99.5% |