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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $34,369 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA Service code 15 · EIN 13-5570651 | Recordkeeping | $1,143 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,163 | $46,332-71.6% | $143,797-90.8% | $64,824-79.7% |
| Participation rate | 77.8% | 64.2%+13.5pp | 80.3%-2.5pp | 71.5%+6.3pp |
| Annual return | -15.05% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,293 | $2,647-13.4% | $5,638-59.3% | $4,311-46.8% |
| Admin fee / account holder | $27 | $154-82.7% | $14,679-99.8% | $188-85.8% |