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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE LIFE NSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $36,992 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,588 | $62,409-97.5% | $120,524-98.7% | $74,429-97.9% |
| Participation rate | 77.4% | 56.8%+20.6pp | 71.9%+5.4pp | 67.2%+10.2pp |
| Annual return | 4.92% | 18.62%-13.7pp | 107.36%-102.4pp | 1368.38%-1363.5pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,469-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,994-100.0% | $4,348-100.0% |
| Admin fee / account holder | $104 | $2,394-95.7% | $9,440-98.9% | $1,944-94.7% |