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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 | Directed Trustee | $5,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,446 | $37,117+22.4% | $147,618-69.2% | $55,191-17.7% |
| Participation rate | 44.5% | 63.6%-19.1pp | 84.6%-40.1pp | 69.2%-24.7pp |
| Annual return | 0.69% | 3.44%-2.7pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,539 | $1,620-5.1% | $5,565-72.4% | $1,899-19.0% |
| Participant deferral / active EE | $1,111 | $1,985-44.1% | $4,895-77.3% | $3,046-63.5% |
| Admin fee / account holder | $36 | $86-58.4% | $11,612-99.7% | $91-60.8% |