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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $231,057 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,168 |
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 | $51,494 | $155,795-66.9% | $136,297-62.2% | $69,631-26.0% |
| Participation rate | 91.8% | 75.2%+16.5pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 24.22% | 232464.33%-232440.1pp | 5156.19%-5132.0pp | 27571.02%-27546.8pp |
| Employer contribution / active EE | $3,752 | $2,991+25.5% | $4,696-20.1% | $2,032+84.6% |
| Participant deferral / active EE | $7,065 | $5,394+31.0% | $6,247+13.1% | $3,224+119.2% |
| Admin fee / account holder | $93 | $128-27.5% | $9,244-99.0% | $110-15.9% |