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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE LIFE NSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $41,788 |
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 | $1,466 | $57,763-97.5% | $112,228-98.7% | $71,529-98.0% |
| Participation rate | 89.1% | 58.9%+30.2pp | 72.4%+16.7pp | 67.9%+21.2pp |
| Annual return | 8.70% | 18.26%-9.6pp | 30.23%-21.5pp | 28.97%-20.3pp |
| Employer contribution / active EE | $0 | $1,916-100.0% | $3,432-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $2,865-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $106 | $1,563-93.2% | $7,752-98.6% | $1,588-93.4% |