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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,340 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $1,283 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,106 | $44,873-68.6% | $79,467-82.2% | $56,289-74.9% |
| Participation rate | 99.1% | 68.7%+30.4pp | 73.3%+25.8pp | 69.9%+29.3pp |
| Annual return | -4.14% | 0.81%-5.0pp | 718.30%-722.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $948 | $2,140-55.7% | $2,800-66.1% | $2,111-55.1% |
| Participant deferral / active EE | $2,319 | $2,746-15.5% | $3,704-37.4% | $3,350-30.8% |
| Admin fee / account holder | $21 | $418-95.1% | $5,104-99.6% | $521-96.0% |