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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $65,895 | $45,087+46.2% | $69,483-5.2% | $72,976-9.7% |
| Participation rate | 9.0% | 68.5%-59.5pp | 74.6%-65.6pp | 69.5%-60.5pp |
| Annual return | 19.25% | 22.67%-3.4pp | 28.99%-9.7pp | 81.02%-61.8pp |
| Employer contribution / active EE | $411 | $2,055-80.0% | $2,780-85.2% | $2,440-83.2% |
| Participant deferral / active EE | $706 | $2,603-72.9% | $3,537-80.0% | $3,608-80.4% |
| Admin fee / account holder | $51 | $3,057-98.3% | $3,841-98.7% | $5,124-99.0% |