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 | $54,449 |
AXA EQUITABLE LIFE INSURANCE CO4+ 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.
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 | $188,187 | $95,542+97.0% | $69,464+170.9% | $67,579+178.5% |
| Participation rate | 63.7% | 79.4%-15.7pp | 74.6%-10.9pp | 71.3%-7.6pp |
| Annual return | 5.29% | 17.67%-12.4pp | 28.98%-23.7pp | 378.56%-373.3pp |
| Employer contribution / active EE | $2,999 | $2,989+0.4% | $2,779+7.9% | $2,148+39.6% |
| Participant deferral / active EE | $2,902 | $3,263-11.1% | $3,536-17.9% | $3,539-18.0% |
| Admin fee / account holder | $144 | $90+59.9% | $3,840-96.3% | $142+1.0% |