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 | Claims processing; Float revenue; Inv... | $56,755 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $88,221 | $57,976+52.2% | $63,018+40.0% | $62,293+41.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.84% | 17.54%-3.7pp | 87.62%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $4,530 | $2,415+87.6% | $2,761+64.1% | $2,042+121.8% |
| Participant deferral / active EE | $7,293 | $2,956+146.7% | $3,330+119.0% | $3,169+130.1% |
| Admin fee / account holder | $4 | $276-98.7% | $3,601-99.9% | $479-99.2% |