Filed October 16, 2023
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 37 · EIN 13-5570651 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,315 | $38,969-53.0% | $109,313-83.2% | $55,167-66.8% |
| Participation rate | 59.1% | 58.2%+0.9pp | 71.3%-12.2pp | 69.0%-9.9pp |
| Annual return | 10.41% | 8.26%+2.2pp | 22.07%-11.7pp | 169.23%-158.8pp |
| Employer contribution / active EE | $996 | $1,227-18.8% | $3,892-74.4% | $1,963-49.2% |
| Participant deferral / active EE | $1,269 | $2,176-41.7% | $3,166-59.9% | $3,054-58.5% |
| Admin fee / account holder | $33 | $501-93.3% | $5,666-99.4% | $504-93.4% |