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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $8,014 |
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 | $76,580 | $52,639+45.5% | $185,117-58.6% | $62,293+22.9% |
| Participation rate | 34.1% | 63.9%-29.8pp | 77.3%-43.2pp | 69.5%-35.5pp |
| Annual return | 13.04% | 19.57%-6.5pp | 40.50%-27.5pp | 28.90%-15.9pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,819 | $3,097-41.3% | $5,045-64.0% | $3,169-42.6% |
| Admin fee / account holder | $116 | $374-68.9% | $8,159-98.6% | $479-75.8% |