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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,335 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA Service code 15 · EIN 13-5570651 | Recordkeeping | $1,220 |
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.
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 | $16,026 | $47,180-66.0% | $149,723-89.3% | $74,473-78.5% |
| Participation rate | 67.6% | 63.4%+4.2pp | 78.8%-11.2pp | 70.7%-3.1pp |
| Annual return | 17.56% | 22.75%-5.2pp | 134.50%-116.9pp | 34.36%-16.8pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,586 | $2,730-5.3% | $5,682-54.5% | $4,530-42.9% |
| Admin fee / account holder | $39 | $343-88.7% | $13,215-99.7% | $347-88.8% |