Filed December 13, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $18,230 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $34 |
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 | $69,892 | $51,769+35.0% | $57,349+21.9% | $52,331+33.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.01% | 2.43%-1.4pp | 24.40%-23.4pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,456 | $2,335-37.7% | $2,689-45.9% | $1,882-22.6% |
| Participant deferral / active EE | $2,179 | $2,794-22.0% | $3,162-31.1% | $3,022-27.9% |
| Admin fee / account holder | $8 | $295-97.2% | $3,356-99.8% | $592-98.6% |