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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $9,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,993 | $44,873-68.8% | $79,466-82.4% | $56,287-75.1% |
| Participation rate | 39.7% | 68.7%-29.1pp | 73.3%-33.7pp | 69.9%-30.2pp |
| Annual return | -8.59% | 0.81%-9.4pp | 718.28%-726.9pp | -9.96%+1.4pp |
| Employer contribution / active EE | $516 | $2,140-75.9% | $2,800-81.6% | $2,111-75.6% |
| Participant deferral / active EE | $1,165 | $2,746-57.6% | $3,704-68.5% | $3,350-65.2% |
| Admin fee / account holder | $87 | $418-79.2% | $5,104-98.3% | $521-83.3% |