Filed July 27, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 1840 CENTURY PARK EAST, SUITE 300 · LOS ANGELES, CA 90067 | Directed Trustee | $3,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,437 | $46,732-45.6% | $156,551-83.8% | $55,167-53.9% |
| Participation rate | 59.3% | 65.8%-6.5pp | 84.0%-24.7pp | 69.0%-9.7pp |
| Annual return | 4.96% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $961 | $2,105-54.4% | $5,501-82.5% | $1,963-51.0% |
| Participant deferral / active EE | $1,161 | $2,204-47.3% | $4,871-76.2% | $3,054-62.0% |
| Admin fee / account holder | $395 | $418-5.7% | $13,028-97.0% | $504-21.7% |