Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Filed as: AXA ADVISORS LLC Service code 61 525 WASHINGTON BLVD FL 29 · JERSEY CITY, NJ 07310 | Finders' fees / placement fees | $0 |
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).
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 | $35,053 | $63,924-45.2% | $108,582-67.7% | $55,167-36.5% |
| Participation rate | 37.1% | 74.3%-37.2pp | 79.6%-42.4pp | 69.0%-31.9pp |
| Annual return | 8.83% | 15.31%-6.5pp | -51.70%+60.5pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,213 | $3,067-27.8% | $4,311-48.7% | $3,054-27.6% |
| Admin fee / account holder | $14 | $618-97.8% | $7,645-99.8% | $504-97.3% |