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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $22,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,801 | $46,732-32.0% | $156,551-79.7% | $55,167-42.4% |
| Participation rate | 50.3% | 65.8%-15.5pp | 84.0%-33.7pp | 69.0%-18.7pp |
| Annual return | 6.18% | 17.72%-11.5pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $315 | $2,105-85.0% | $5,501-94.3% | $1,963-83.9% |
| Participant deferral / active EE | $1,756 | $2,204-20.3% | $4,871-64.0% | $3,054-42.5% |
| Admin fee / account holder | $222 | $418-46.9% | $13,028-98.3% | $504-55.9% |