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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,749 | $43,504-13.2% | $68,612-45.0% | $56,289-32.9% |
| Participation rate | 51.2% | 67.8%-16.6pp | 72.2%-21.0pp | 69.9%-18.6pp |
| Annual return | -0.49% | -3.15%+2.7pp | -4.63%+4.1pp | -9.96%+9.5pp |
| Employer contribution / active EE | $651 | $1,525-57.3% | $2,625-75.2% | $2,111-69.2% |
| Participant deferral / active EE | $1,049 | $2,509-58.2% | $3,311-68.3% | $3,350-68.7% |
| Admin fee / account holder | $15 | $515-97.1% | $5,131-99.7% | $521-97.1% |