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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $4,081 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,423 | $46,732-49.9% | $156,551-85.0% | $55,167-57.5% |
| Participation rate | 98.8% | 65.8%+33.0pp | 84.0%+14.8pp | 69.0%+29.8pp |
| Annual return | 2.34% | 17.72%-15.4pp | 32.23%-29.9pp | 169.23%-166.9pp |
| Employer contribution / active EE | $1,344 | $2,105-36.1% | $5,501-75.6% | $1,963-31.5% |
| Participant deferral / active EE | $756 | $2,204-65.7% | $4,871-84.5% | $3,054-75.2% |
| Admin fee / account holder | $119 | $418-71.7% | $13,028-99.1% | $504-76.5% |