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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 04-2647786 | Advisory (Plan) | $23,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,225 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,365 | $65,292-55.0% | $71,671-59.0% | $77,958-62.3% |
| Participation rate | 28.4% | 67.4%-39.0pp | 68.7%-40.3pp | 71.6%-43.2pp |
| Annual return | 23.05% | 21.25%+1.8pp | 20.65%+2.4pp | 20.87%+2.2pp |
| Employer contribution / active EE | $38 | $2,085-98.2% | $2,460-98.5% | $2,310-98.4% |
| Participant deferral / active EE | $1,147 | $3,008-61.9% | $3,438-66.6% | $3,537-67.6% |
| Admin fee / account holder | $58 | $84-31.4% | $5,558-99.0% | $97-40.5% |