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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $1,282 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,427 | $23,224-25.0% | $71,086-75.5% | $55,725-68.7% |
| Participation rate | 87.0% | 37.9%+49.1pp | 54.7%+32.4pp | 70.9%+16.2pp |
| Annual return | 1.88% | -2.87%+4.7pp | 650.59%-648.7pp | 244.93%-243.1pp |
| Employer contribution / active EE | $651 | $436+49.3% | $1,088-40.1% | $2,078-68.7% |
| Participant deferral / active EE | $2,251 | $929+142.3% | $1,874+20.1% | $3,356-32.9% |
| Admin fee / account holder | $12 | $118-89.8% | $3,082-99.6% | $115-89.5% |