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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,445 | $59,584-17.0% | $86,625-42.9% | $79,389-37.7% |
| Participation rate | 50.5% | 67.7%-17.2pp | 71.6%-21.2pp | 70.7%-20.3pp |
| Annual return | 7.77% | 23.15%-15.4pp | 63.52%-55.7pp | 116.89%-109.1pp |
| Employer contribution / active EE | $665 | $1,768-62.4% | $2,496-73.4% | $2,428-72.6% |
| Participant deferral / active EE | $1,017 | $3,036-66.5% | $3,700-72.5% | $4,046-74.9% |
| Admin fee / account holder | $42 | $604-93.0% | $5,830-99.3% | $626-93.3% |