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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 28 · EIN 13-5570651 | Investment Management | $15,842 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,967 | $47,977-48.0% | $154,114-83.8% | $56,287-55.6% |
| Participation rate | 94.4% | 66.2%+28.2pp | 83.0%+11.3pp | 69.9%+24.5pp |
| Annual return | -0.23% | 3.54%-3.8pp | 735.16%-735.4pp | -9.96%+9.7pp |
| Employer contribution / active EE | $2,229 | $2,169+2.8% | $5,298-57.9% | $2,111+5.6% |
| Participant deferral / active EE | $1,065 | $2,392-55.5% | $5,081-79.0% | $3,350-68.2% |
| Admin fee / account holder | $89 | $438-79.6% | $13,411-99.3% | $521-82.8% |