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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ 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 | $638 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
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 | $11,721 | $77,638-84.9% | $156,551-92.5% | $62,881-81.4% |
| Participation rate | 60.4% | 71.2%-10.8pp | 84.0%-23.6pp | 69.3%-8.9pp |
| Annual return | 8.26% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $580 | $3,444-83.2% | $5,501-89.5% | $2,281-74.6% |
| Participant deferral / active EE | $750 | $3,046-75.4% | $4,871-84.6% | $3,203-76.6% |
| Admin fee / account holder | $37 | $5,561-99.3% | $13,028-99.7% | $4,296-99.1% |