Filed August 4, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,933 | $57,921+25.9% | $84,753-13.9% | $57,658+26.5% |
| Participation rate | 44.1% | 72.9%-28.9pp | 76.6%-32.5pp | 70.2%-26.2pp |
| Annual return | 12.97% | 10.24%+2.7pp | 22.78%-9.8pp | 5.13%+7.8pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,584 | $2,742+30.7% | $3,712-3.4% | $3,061+17.1% |
| Admin fee / account holder | $6 | $130-95.6% | $5,333-99.9% | $95-93.9% |