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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $2,797 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,793 | $45,041-33.9% | $63,003-52.7% | $70,131-57.5% |
| Participation rate | 41.8% | 69.5%-27.7pp | 74.8%-33.0pp | 69.5%-27.8pp |
| Annual return | 9.99% | 18.76%-8.8pp | 87.59%-77.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $771 | $2,052-62.5% | $2,760-72.1% | $2,342-67.1% |
| Participant deferral / active EE | $924 | $2,465-62.5% | $3,329-72.2% | $3,332-72.3% |
| Admin fee / account holder | $53 | $2,836-98.1% | $3,600-98.5% | $4,645-98.9% |