Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $9,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,459 | $47,448-75.8% | $94,993-87.9% | $62,293-81.6% |
| Participation rate | 61.0% | 66.5%-5.5pp | 73.9%-12.9pp | 69.5%-8.5pp |
| Annual return | 17.35% | 22.64%-5.3pp | 27.14%-9.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,809 | $2,375-23.8% | $3,317-45.5% | $3,169-42.9% |
| Admin fee / account holder | $97 | $434-77.7% | $4,960-98.0% | $479-79.7% |