Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,488 | $74,552+79.1% | $63,018+111.8% | $69,631+91.7% |
| Participation rate | 46.9% | 78.3%-31.4pp | 74.8%-27.9pp | 70.7%-23.8pp |
| Annual return | 12.19% | 15.77%-3.6pp | 87.62%-75.4pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $4,642 | $2,929+58.5% | $2,761+68.2% | $2,032+128.4% |
| Participant deferral / active EE | $4,089 | $2,974+37.5% | $3,330+22.8% | $3,224+26.8% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |