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 15 · EIN 35-0145825 | Recordkeeping | $21,494 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,472 | $50,637-24.0% | $86,582-55.6% | $62,293-38.2% |
| Participation rate | 4.6% | 67.9%-63.3pp | 73.5%-69.0pp | 69.5%-64.9pp |
| Annual return | 11.22% | 20.80%-9.6pp | 965.08%-953.9pp | 28.90%-17.7pp |
| Employer contribution / active EE | $803 | $2,075-61.3% | $2,839-71.7% | $2,042-60.7% |
| Participant deferral / active EE | $2,187 | $2,611-16.2% | $3,609-39.4% | $3,169-31.0% |
| Admin fee / account holder | $65 | $413-84.2% | $4,904-98.7% | $479-86.4% |