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 CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $3,548 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,012 | $46,173-37.2% | $170,435-83.0% | $69,631-58.3% |
| Participation rate | 56.1% | 63.9%-7.8pp | 83.6%-27.5pp | 70.7%-14.6pp |
| Annual return | 10.14% | 21.62%-11.5pp | 205.94%-195.8pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $495 | $1,610-69.3% | $5,432-90.9% | $2,032-75.7% |
| Participant deferral / active EE | $712 | $2,080-65.8% | $4,939-85.6% | $3,224-77.9% |
| Admin fee / account holder | $12 | $116-89.9% | $13,881-99.9% | $110-89.3% |