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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 1290 AVE OF THE AMERICAS · NEW YORK, NY 10104 | Directed Trustee | $195 |
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.
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 | $9,853 | $46,360-78.7% | $147,617-93.3% | $52,331-81.2% |
| Participation rate | 57.0% | 64.9%-7.9pp | 84.6%-27.6pp | 68.1%-11.1pp |
| Annual return | -1.31% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $550 | $2,126-74.1% | $5,564-90.1% | $1,882-70.8% |
| Participant deferral / active EE | $683 | $2,258-69.7% | $4,895-86.0% | $3,022-77.4% |
| Admin fee / account holder | $33 | $766-95.8% | $11,612-99.7% | $592-94.5% |