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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 27 525 WASHINGTON BLVD FL 29 · JERSEY CITY, NJ 07310 | Advisory (Plan) | $49,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,994 |
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 | $104,818 | $60,165+74.2% | $74,184+41.3% | $55,167+90.0% |
| Participation rate | 78.1% | 74.2%+4.0pp | 76.6%+1.5pp | 69.0%+9.1pp |
| Annual return | 8.11% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,216 | $1,600-24.0% | $2,370-48.7% | $1,963-38.1% |
| Participant deferral / active EE | $5,322 | $2,973+79.0% | $3,550+49.9% | $3,054+74.2% |
| Admin fee / account holder | $256 | $419-39.1% | $5,586-95.4% | $504-49.3% |