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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $503 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,929 | $36,916-51.4% | $156,551-88.5% | $57,658-68.9% |
| Participation rate | 21.8% | 63.4%-41.7pp | 84.0%-62.3pp | 70.2%-48.5pp |
| Annual return | 8.50% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $101 | $1,571-93.6% | $5,501-98.2% | $1,974-94.9% |
| Participant deferral / active EE | $702 | $1,926-63.6% | $4,871-85.6% | $3,061-77.1% |
| Admin fee / account holder | $23 | $82-71.9% | $13,028-99.8% | $95-75.5% |