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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $25,231 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $25 |
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 | $19,334 | $46,732-58.6% | $156,551-87.6% | $55,167-65.0% |
| Participation rate | 80.2% | 65.8%+14.4pp | 84.0%-3.8pp | 69.0%+11.2pp |
| Annual return | 4.61% | 17.72%-13.1pp | 32.23%-27.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $1,783 | $2,105-15.3% | $5,501-67.6% | $1,963-9.1% |
| Participant deferral / active EE | $1,177 | $2,204-46.6% | $4,871-75.8% | $3,054-61.5% |
| Admin fee / account holder | $248 | $418-40.7% | $13,028-98.1% | $504-50.8% |