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 25 · EIN 13-5570651 | Directed Trustee | $248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,978 | $46,732-12.3% | $156,551-73.8% | $55,167-25.7% |
| Participation rate | 35.3% | 65.8%-30.5pp | 84.0%-48.7pp | 69.0%-33.6pp |
| Annual return | 6.14% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $445 | $2,105-78.9% | $5,501-91.9% | $1,963-77.3% |
| Participant deferral / active EE | $541 | $2,204-75.5% | $4,871-88.9% | $3,054-82.3% |
| Admin fee / account holder | $30 | $418-92.9% | $13,028-99.8% | $504-94.1% |