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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,075 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA Service code 15 · EIN 13-5570651 | Recordkeeping | $2,803 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,298 | $56,540-69.4% | $185,851-90.7% | $86,821-80.1% |
| Participation rate | 81.7% | 65.5%+16.2pp | 81.7%0pp | 72.3%+9.4pp |
| Annual return | 20.89% | 118.20%-97.3pp | 122.11%-101.2pp | 97.94%-77.0pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,658 | $2,555+4.0% | $5,569-52.3% | $4,132-35.7% |
| Admin fee / account holder | $37 | $150-75.2% | $16,245-99.8% | $170-78.1% |