Filed December 13, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $56,769 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $33 |
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 | $76,346 | $68,408+11.6% | $57,196+33.5% | $57,658+32.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 6.43% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $4,051 | $2,869+41.2% | $2,683+51.0% | $1,974+105.2% |
| Participant deferral / active EE | $6,179 | $2,903+112.8% | $3,096+99.6% | $3,061+101.9% |
| Admin fee / account holder | $8 | $70-88.7% | $3,141-99.8% | $95-91.7% |