Filed September 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $996 |
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 | $41,277 | $91,179-54.7% | $178,499-76.9% | $79,852-48.3% |
| Participation rate | 47.8% | 69.2%-21.4pp | 81.9%-34.2pp | 69.6%-21.9pp |
| Annual return | 7.69% | 24.19%-16.5pp | 151.10%-143.4pp | 31.72%-24.0pp |
| Employer contribution / active EE | $872 | $3,256-73.2% | $5,011-82.6% | $2,471-64.7% |
| Participant deferral / active EE | $2,322 | $3,236-28.2% | $5,202-55.4% | $3,740-37.9% |
| Admin fee / account holder | $23 | $6,749-99.7% | $13,986-99.8% | $5,306-99.6% |