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 CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,132 | $54,237-64.7% | $90,324-78.8% | $67,582-71.7% |
| Participation rate | 4.2% | 68.6%-64.4pp | 73.3%-69.1pp | 71.3%-67.1pp |
| Annual return | 19.94% | 37.27%-17.3pp | 78.15%-58.2pp | 378.57%-358.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,856-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $91 | $2,625-96.5% | $3,885-97.7% | $3,539-97.4% |
| Admin fee / account holder | $325 | $123+163.4% | $5,356-93.9% | $142+128.4% |