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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $58,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,625 | $45,022-18.7% | $85,126-57.0% | $77,714-52.9% |
| Participation rate | 65.9% | 48.7%+17.3pp | 67.5%-1.6pp | 70.6%-4.6pp |
| Annual return | 13.43% | 79.38%-66.0pp | 66.63%-53.2pp | 31.26%-17.8pp |
| Employer contribution / active EE | $3,574 | $1,610+122.0% | $2,731+30.9% | $2,727+31.1% |
| Participant deferral / active EE | $2,295 | $2,811-18.4% | $4,523-49.3% | $4,649-50.6% |
| Admin fee / account holder | $209 | $913-77.1% | $6,160-96.6% | $433-51.8% |