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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO9+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $8,091 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,866 | $58,099-19.3% | $76,902-39.1% | $75,177-37.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.46% | 26.71%-19.3pp | 37.91%-30.5pp | 160.75%-153.3pp |
| Employer contribution / active EE | $1,520 | $1,996-23.8% | $2,534-40.0% | $2,671-43.1% |
| Participant deferral / active EE | $2,133 | $2,999-28.9% | $3,833-44.4% | $4,126-48.3% |
| Admin fee / account holder | $90 | $4,778-98.1% | $5,479-98.3% | $5,651-98.4% |