Filed October 16, 2023
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 37 · EIN 13-5570651 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,527 | $37,134-47.4% | $100,671-80.6% | $52,331-62.7% |
| Participation rate | 60.1% | 57.7%+2.5pp | 70.7%-10.6pp | 68.1%-8.0pp |
| Annual return | -0.65% | 0.10%-0.8pp | 20.43%-21.1pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,127 | $1,187-5.1% | $4,012-71.9% | $1,882-40.1% |
| Participant deferral / active EE | $1,383 | $2,163-36.1% | $3,144-56.0% | $3,022-54.2% |
| Admin fee / account holder | $61 | $467-87.0% | $4,850-98.7% | $592-89.7% |