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 | $58,881 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $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 | $186,614 | $84,948+119.7% | $70,476+164.8% | $73,412+154.2% |
| Participation rate | 75.4% | 79.9%-4.5pp | 75.1%+0.4pp | 72.2%+3.2pp |
| Annual return | 4.20% | 13.39%-9.2pp | 109.12%-104.9pp | 59.30%-55.1pp |
| Employer contribution / active EE | $3,917 | $2,834+38.2% | $2,738+43.1% | $2,234+75.3% |
| Participant deferral / active EE | $3,381 | $3,387-0.2% | $3,710-8.9% | $3,806-11.2% |
| Admin fee / account holder | $157 | $98+59.7% | $3,847-95.9% | $158-0.8% |