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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $469 |
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 | $68,654 | $58,888+16.6% | $178,498-61.5% | $73,493-6.6% |
| Participation rate | 33.3% | 66.2%-32.9pp | 81.9%-48.6pp | 70.7%-37.3pp |
| Annual return | 16.81% | 24.86%-8.1pp | 151.09%-134.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $620 | $2,236-72.3% | $5,011-87.6% | $2,270-72.7% |
| Participant deferral / active EE | $806 | $2,568-68.6% | $5,202-84.5% | $3,740-78.5% |
| Admin fee / account holder | $36 | $400-91.0% | $13,985-99.7% | $513-93.0% |