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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA Service code 15 · EIN 13-5570651 | Recordkeeping | $25,799 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,061 | $37,196-64.9% | $154,108-91.5% | $55,725-76.6% |
| Participation rate | 45.5% | 64.1%-18.6pp | 83.0%-37.6pp | 70.9%-25.4pp |
| Annual return | -4.87% | 1319.68%-1324.5pp | 735.21%-740.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $800 | $2,068-61.3% | $5,081-84.3% | $3,356-76.2% |
| Admin fee / account holder | $159 | $102+57.0% | $13,411-98.8% | $115+38.5% |