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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $2,700 |
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 | $31,404 | $61,616-49.0% | $105,754-70.3% | $55,167-43.1% |
| Participation rate | 60.0% | 72.9%-12.9pp | 78.9%-18.9pp | 69.0%-9.0pp |
| Annual return | 6.72% | 11.15%-4.4pp | 12.25%-5.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $32 | $3,043-98.9% | $4,079-99.2% | $1,963-98.4% |
| Participant deferral / active EE | $2,182 | $4,213-48.2% | $5,326-59.0% | $3,054-28.6% |
| Admin fee / account holder | $17 | $379-95.5% | $8,309-99.8% | $504-96.6% |