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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 15 · EIN 13-5570651 | Recordkeeping | $1,109 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,615 | $80,753-70.8% | $136,294-82.7% | $62,292-62.1% |
| Participation rate | 50.5% | 73.5%-23.0pp | 81.9%-31.4pp | 69.5%-19.0pp |
| Annual return | 9.76% | 35.83%-26.1pp | 5155.94%-5146.2pp | 28.90%-19.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,984 | $5,164-42.2% | $6,247-52.2% | $3,169-5.8% |
| Admin fee / account holder | $5 | $525-99.0% | $9,243-99.9% | $479-99.0% |