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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 | $62,393-97.5% | $120,580-98.7% | $74,478-97.9% |
| Participation rate | 77.4% | 56.8%+20.6pp | 72.0%+5.4pp | 67.2%+10.1pp |
| Annual return | 4.92% | 18.61%-13.7pp | 107.48%-102.6pp | 1370.56%-1365.6pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,469-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,886-100.0% | $4,995-100.0% | $4,350-100.0% |
| Admin fee / account holder | $104 | $2,396-95.7% | $9,418-98.9% | $1,946-94.7% |