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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 04-2647786 | Advisory (Plan) | $26,922 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,789 | $42,582-27.7% | $171,082-82.0% | $57,658-46.6% |
| Participation rate | 94.7% | 63.9%+30.8pp | 76.7%+18.0pp | 70.2%+24.4pp |
| Annual return | 9.21% | 308.67%-299.5pp | 32.56%-23.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $497 | $1,306-62.0% | $4,002-87.6% | $1,974-74.8% |
| Participant deferral / active EE | $2,586 | $2,933-11.8% | $4,797-46.1% | $3,061-15.5% |
| Admin fee / account holder | $76 | $82-7.9% | $8,520-99.1% | $95-19.8% |