Filed September 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $2,076 |
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 | $30,543 | $47,977-36.3% | $154,111-80.2% | $56,287-45.7% |
| Participation rate | 36.2% | 66.2%-30.0pp | 83.0%-46.8pp | 69.9%-33.6pp |
| Annual return | -3.50% | 3.54%-7.0pp | 735.18%-738.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $580 | $2,169-73.3% | $5,298-89.1% | $2,111-72.5% |
| Participant deferral / active EE | $1,597 | $2,392-33.2% | $5,081-68.6% | $3,350-52.3% |
| Admin fee / account holder | $34 | $438-92.2% | $13,411-99.7% | $521-93.4% |