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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 | Directed Trustee | $9,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,608 | $46,173-1.2% | $170,439-73.2% | $69,631-34.5% |
| Participation rate | 52.7% | 63.9%-11.2pp | 83.6%-30.9pp | 70.7%-18.0pp |
| Annual return | 10.04% | 21.62%-11.6pp | 205.94%-195.9pp | 27571.02%-27561.0pp |
| Employer contribution / active EE | $1,177 | $1,610-26.9% | $5,433-78.3% | $2,032-42.1% |
| Participant deferral / active EE | $1,615 | $2,080-22.4% | $4,939-67.3% | $3,224-49.9% |
| Admin fee / account holder | $49 | $116-58.0% | $13,881-99.6% | $110-55.9% |