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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $9,310 |
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 | $24,757 | $37,117-33.3% | $147,617-83.2% | $55,191-55.1% |
| Participation rate | 85.2% | 63.6%+21.6pp | 84.6%+0.6pp | 69.2%+16.1pp |
| Annual return | 0.25% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $542 | $1,620-66.6% | $5,564-90.3% | $1,899-71.5% |
| Participant deferral / active EE | $788 | $1,985-60.3% | $4,895-83.9% | $3,046-74.1% |
| Admin fee / account holder | $28 | $86-67.8% | $11,612-99.8% | $91-69.7% |