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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $5,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,453 | $107,440-12.1% | $105,738-10.7% | $55,725+69.5% |
| Participation rate | 0.0% | 55.5%-55.5pp | 76.3%-76.3pp | 70.9%-70.9pp |
| Annual return | 0.00% | -0.59%+0.6pp | 6.27%-6.3pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,448-100.0% | $3,268-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $531 | $2,171-75.5% | $4,080-87.0% | $3,356-84.2% |
| Admin fee / account holder | $627 | $283+121.3% | $6,913-90.9% | $115+444.5% |