Filed November 7, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $75,591 |
ZOOK DINON PA2 years Service code 10 · EIN 22-2746484 | Accounting | $7,067 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$801 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,638 | $88,122+29.0% | $141,162-19.5% | $67,579+68.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 22.99% | 75.40%-52.4pp | 71.39%-48.4pp | 378.56%-355.6pp |
| Employer contribution / active EE | $3,127 | $3,224-3.0% | $4,735-34.0% | $2,148+45.6% |
| Participant deferral / active EE | $9,321 | $5,958+56.5% | $6,709+38.9% | $3,539+163.4% |
| Admin fee / account holder | $255 | $131+94.8% | $10,261-97.5% | $142+79.2% |