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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO5+ 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.
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).
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 | $42,417 | $50,666-16.3% | $76,667-44.7% | $65,186-34.9% |
| Participation rate | 15.1% | 68.8%-53.7pp | 72.1%-57.0pp | 70.2%-55.1pp |
| Annual return | 9.95% | 28.51%-18.6pp | 1166.74%-1156.8pp | 29.39%-19.4pp |
| Employer contribution / active EE | $444 | $1,575-71.8% | $2,303-80.7% | $2,177-79.6% |
| Participant deferral / active EE | $714 | $2,647-73.0% | $3,336-78.6% | $3,514-79.7% |
| Admin fee / account holder | $95 | $463-79.5% | $6,423-98.5% | $847-88.8% |