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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $48,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,756 |
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 | $125,219 | $69,305+80.7% | $82,312+52.1% | $69,631+79.8% |
| Participation rate | 73.9% | 80.3%-6.4pp | 76.9%-3.0pp | 70.7%+3.2pp |
| Annual return | 19.04% | 21.47%-2.4pp | 25.88%-6.8pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $1,127 | $1,887-40.2% | $2,428-53.6% | $2,032-44.5% |
| Participant deferral / active EE | $4,975 | $3,568+39.4% | $3,706+34.2% | $3,224+54.3% |
| Admin fee / account holder | $243 | $97+150.4% | $5,608-95.7% | $110+120.4% |