Filed October 29, 2020
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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 | $8,381 |
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 | $31,516 | $37,117-15.1% | $147,614-78.6% | $55,191-42.9% |
| Participation rate | 68.0% | 63.6%+4.4pp | 84.6%-16.7pp | 69.2%-1.2pp |
| Annual return | -1.52% | 3.44%-5.0pp | 61.98%-63.5pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,847 | $1,620+14.0% | $5,564-66.8% | $1,899-2.7% |
| Participant deferral / active EE | $1,970 | $1,985-0.8% | $4,895-59.8% | $3,046-35.3% |
| Admin fee / account holder | $57 | $86-33.8% | $11,611-99.5% | $91-37.6% |