Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $38,437 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $181,535 | $70,083+159.0% | $59,899+203.1% | $55,725+225.8% |
| Participation rate | 60.2% | 78.4%-18.1pp | 74.7%-14.5pp | 70.9%-10.6pp |
| Annual return | 8.32% | 3.13%+5.2pp | 3.46%+4.9pp | 244.93%-236.6pp |
| Employer contribution / active EE | $3,199 | $2,878+11.1% | $2,723+17.5% | $2,078+53.9% |
| Participant deferral / active EE | $3,016 | $3,079-2.0% | $3,402-11.4% | $3,356-10.1% |
| Admin fee / account holder | $102 | $70+45.0% | $3,592-97.2% | $115-11.5% |