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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 15 · EIN 13-5570651 | Recordkeeping | $1,136 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,275 | $75,183-71.7% | $123,894-82.8% | $55,167-61.4% |
| Participation rate | 43.7% | 72.8%-29.1pp | 81.4%-37.7pp | 69.0%-25.3pp |
| Annual return | 6.64% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,795 | $5,084-45.0% | $5,984-53.3% | $3,054-8.5% |
| Admin fee / account holder | $5 | $663-99.2% | $8,357-99.9% | $504-99.0% |