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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO5+ 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 | $862 |
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.
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 | $14,483 | $52,967-72.7% | $172,753-91.6% | $65,186-77.8% |
| Participation rate | 51.8% | 66.2%-14.4pp | 82.6%-30.9pp | 70.2%-18.4pp |
| Annual return | 16.48% | 30.12%-13.6pp | 803.00%-786.5pp | 29.39%-12.9pp |
| Employer contribution / active EE | $605 | $2,190-72.4% | $5,144-88.2% | $2,177-72.2% |
| Participant deferral / active EE | $783 | $2,471-68.3% | $5,198-84.9% | $3,514-77.7% |
| Admin fee / account holder | $36 | $472-92.3% | $13,956-99.7% | $847-95.7% |