Filed September 9, 2016
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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 | Directed Trustee | $1,200 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,983 | $52,953-35.8% | $172,739-80.3% | $65,185-47.9% |
| Participation rate | 40.8% | 66.2%-25.4pp | 82.6%-41.8pp | 70.2%-29.4pp |
| Annual return | 12.78% | 30.12%-17.3pp | 802.84%-790.1pp | 29.38%-16.6pp |
| Employer contribution / active EE | $644 | $2,190-70.6% | $5,143-87.5% | $2,177-70.4% |
| Participant deferral / active EE | $1,736 | $2,471-29.7% | $5,198-66.6% | $3,514-50.6% |
| Admin fee / account holder | $26 | $472-94.6% | $13,954-99.8% | $847-97.0% |