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 Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $4,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $27,475 | $57,350-52.1% | $83,850-67.2% | $64,181-57.2% |
| Participation rate | 34.4% | 68.6%-34.2pp | 76.1%-41.8pp | 69.6%-35.2pp |
| Annual return | -3.87% | 11.38%-15.3pp | 850.92%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $468 | $2,545-81.6% | $3,631-87.1% | $2,381-80.3% |
| Participant deferral / active EE | $1,378 | $2,993-54.0% | $4,082-66.2% | $3,470-60.3% |
| Admin fee / account holder | $55 | $4,046-98.6% | $5,478-99.0% | $4,887-98.9% |