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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 P.O. BOX 8095 · BOSTON, MA 022668095 | Recordkeeping | $2,319 |
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.
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 | $18,003 | $25,723-30.0% | $69,182-74.0% | $55,167-67.4% |
| Participation rate | 57.3% | 39.4%+17.8pp | 55.1%+2.2pp | 69.0%-11.7pp |
| Annual return | 9.01% | 9.56%-0.5pp | -21.93%+30.9pp | 169.23%-160.2pp |
| Employer contribution / active EE | $83 | $480-82.6% | $1,206-93.1% | $1,963-95.8% |
| Participant deferral / active EE | $1,740 | $963+80.6% | $1,897-8.3% | $3,054-43.0% |
| Admin fee / account holder | $31 | $365-91.6% | $2,697-98.9% | $504-93.9% |