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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 04-2647786 | Advisory (Plan) | $29,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,864 | $64,909-4.7% | $82,312-24.8% | $62,293-0.7% |
| Participation rate | 75.5% | 74.9%+0.6pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 11.34% | 21.18%-9.8pp | 25.88%-14.5pp | 28.90%-17.6pp |
| Employer contribution / active EE | $253 | $1,676-84.9% | $2,428-89.6% | $2,042-87.6% |
| Participant deferral / active EE | $2,302 | $3,103-25.8% | $3,706-37.9% | $3,169-27.4% |
| Admin fee / account holder | $245 | $440-44.2% | $5,608-95.6% | $479-48.8% |