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 | Distribution (12b-1) fees; Participan... | $107,295 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $82,374 | $55,002+49.8% | $59,887+37.5% | $56,287+46.3% |
| Participation rate | 89.5% | 75.9%+13.6pp | 74.7%+14.8pp | 69.9%+19.6pp |
| Annual return | -4.62% | 1.13%-5.8pp | 3.46%-8.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,762 | $2,448+94.5% | $2,722+74.9% | $2,111+125.6% |
| Participant deferral / active EE | $8,026 | $3,121+157.2% | $3,402+135.9% | $3,350+139.6% |
| Admin fee / account holder | $4 | $236-98.1% | $3,591-99.9% | $521-99.2% |