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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,816 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,878 | $39,132-39.0% | $57,196-58.3% | $62,881-62.0% |
| Participation rate | 36.7% | 70.5%-33.8pp | 75.3%-38.6pp | 69.3%-32.6pp |
| Annual return | 8.58% | 9.24%-0.7pp | 14.59%-6.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $792 | $1,874-57.7% | $2,683-70.5% | $2,281-65.3% |
| Participant deferral / active EE | $1,028 | $2,374-56.7% | $3,096-66.8% | $3,203-67.9% |
| Admin fee / account holder | $29 | $2,594-98.9% | $3,141-99.1% | $4,296-99.3% |