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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 15 · EIN 13-5570651 | Recordkeeping | $32,953 |
Filed as: AXA ADVISORS Service code 99 | Other Fees | $4,084 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $454 |
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.)
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 | $91,962 | $56,918+61.6% | $182,531-49.6% | $65,185+41.1% |
| Participation rate | 66.4% | 66.5%0pp | 78.0%-11.5pp | 70.2%-3.8pp |
| Annual return | 23.51% | 27.67%-4.2pp | 148.57%-125.1pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,244 | $1,615+39.0% | $4,075-44.9% | $2,177+3.1% |
| Participant deferral / active EE | $4,377 | $3,526+24.1% | $5,525-20.8% | $3,514+24.6% |
| Admin fee / account holder | $354 | $531-33.3% | $8,593-95.9% | $847-58.2% |