Filed July 27, 2020
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO7+ 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 | $3,850 |
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 | $44,316 | $65,125-32.0% | $143,797-69.2% | $66,949-33.8% |
| Participation rate | 47.3% | 65.2%-17.9pp | 80.3%-33.0pp | 69.8%-22.5pp |
| Annual return | -14.64% | -11.13%-3.5pp | -0.04%-14.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $1,327 | $2,362-43.8% | $4,952-73.2% | $2,545-47.9% |
| Participant deferral / active EE | $1,675 | $2,920-42.6% | $5,638-70.3% | $4,239-60.5% |
| Admin fee / account holder | $727 | $503+44.7% | $14,679-95.0% | $594+22.5% |