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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,678 | $50,902-35.8% | $155,534-79.0% | $77,736-58.0% |
| Participation rate | 75.9% | 63.1%+12.8pp | 78.2%-2.3pp | 70.6%+5.3pp |
| Annual return | 9.76% | 34.85%-25.1pp | 64.92%-55.2pp | 31.26%-21.5pp |
| Employer contribution / active EE | $2,003 | $1,991+0.6% | $4,675-57.1% | $2,728-26.6% |
| Participant deferral / active EE | $2,421 | $2,824-14.3% | $5,630-57.0% | $4,651-47.9% |
| Admin fee / account holder | $174 | $437-60.3% | $15,900-98.9% | $433-59.9% |