Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,796 | $68,408+29.8% | $57,196+55.2% | $57,658+54.0% |
| Participation rate | 98.9% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 1.69% | 8.51%-6.8pp | 14.59%-12.9pp | 5.13%-3.4pp |
| Employer contribution / active EE | $4,720 | $2,869+64.5% | $2,683+75.9% | $1,974+139.2% |
| Participant deferral / active EE | $3,970 | $2,903+36.7% | $3,096+28.2% | $3,061+29.7% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |