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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-0101671 | Directed Trustee | $1,318 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,317 | $55,002-90.3% | $59,883-91.1% | $56,287-90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 10.19% | 1.13%+9.1pp | 3.46%+6.7pp | -9.96%+20.2pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $226 | $3,121-92.8% | $3,402-93.4% | $3,350-93.3% |
| Admin fee / account holder | $27 | $236-88.5% | $3,591-99.2% | $521-94.8% |