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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% | $120,574-98.7% | $74,459-97.9% |
| Participation rate | 77.4% | 56.8%+20.6pp | 71.9%+5.4pp | 67.2%+10.1pp |
| Annual return | 4.92% | 18.62%-13.7pp | 107.42%-102.5pp | 1369.70%-1364.8pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,996-100.0% | $4,350-100.0% |
| Admin fee / account holder | $104 | $2,394-95.7% | $9,445-98.9% | $1,945-94.7% |