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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $4,837 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,809 | $46,360-50.8% | $147,617-84.5% | $52,331-56.4% |
| Participation rate | 74.7% | 64.9%+9.8pp | 84.6%-9.9pp | 68.1%+6.6pp |
| Annual return | -0.58% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,886 | $2,126-11.3% | $5,564-66.1% | $1,882+0.2% |
| Participant deferral / active EE | $2,084 | $2,258-7.7% | $4,895-57.4% | $3,022-31.0% |
| Admin fee / account holder | $40 | $766-94.8% | $11,612-99.7% | $592-93.2% |