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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 15 · EIN 13-5570651 | Recordkeeping | $45,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $77,302 | $73,102+5.7% | $123,552-37.4% | $56,287+37.3% |
| Participation rate | 59.8% | 74.3%-14.6pp | 82.3%-22.5pp | 69.9%-10.1pp |
| Annual return | -6.71% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,966 | $2,977-34.0% | $4,628-57.5% | $2,111-6.9% |
| Participant deferral / active EE | $3,869 | $5,423-28.7% | $6,426-39.8% | $3,350+15.5% |
| Admin fee / account holder | $382 | $554-31.0% | $9,285-95.9% | $521-26.6% |