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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 33 | Securities brokerage; Securities brok... | $34,024 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $14,718 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 33 · EIN 13-5570651 | Securities brokerage; Securities brok... | $846 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,219 | $68,408+8.5% | $57,196+29.8% | $57,658+28.7% |
| Participation rate | 81.5% | 79.1%+2.4pp | 75.3%+6.2pp | 70.2%+11.3pp |
| Annual return | 0.17% | 8.51%-8.3pp | 14.59%-14.4pp | 5.13%-5.0pp |
| Employer contribution / active EE | $2,747 | $2,869-4.2% | $2,683+2.4% | $1,974+39.2% |
| Participant deferral / active EE | $3,701 | $2,903+27.5% | $3,096+19.5% | $3,061+20.9% |
| Admin fee / account holder | $41 | $70-40.8% | $3,141-98.7% | $95-56.4% |