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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $21,283 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,060 | $47,977-33.2% | $154,111-79.2% | $56,287-43.0% |
| Participation rate | 49.4% | 66.2%-16.7pp | 83.0%-33.6pp | 69.9%-20.4pp |
| Annual return | -7.78% | 3.54%-11.3pp | 735.18%-743.0pp | -9.96%+2.2pp |
| Employer contribution / active EE | $313 | $2,169-85.6% | $5,298-94.1% | $2,111-85.2% |
| Participant deferral / active EE | $1,766 | $2,392-26.2% | $5,081-65.2% | $3,350-47.3% |
| Admin fee / account holder | $179 | $438-59.2% | $13,411-98.7% | $521-65.7% |