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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS Service code 99 · EIN 13-4071393 | Other Fees | $8,092 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,316 |
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 | $64,901 | $56,918+14.0% | $182,540-64.4% | $65,185-0.4% |
| Participation rate | 80.3% | 66.5%+13.8pp | 78.0%+2.4pp | 70.2%+10.1pp |
| Annual return | 29.77% | 27.67%+2.1pp | 148.58%-118.8pp | 29.38%+0.4pp |
| Employer contribution / active EE | $3,089 | $1,615+91.3% | $4,076-24.2% | $2,177+41.9% |
| Participant deferral / active EE | $4,921 | $3,526+39.6% | $5,525-10.9% | $3,514+40.0% |
| Admin fee / account holder | $13 | $531-97.6% | $8,593-99.9% | $847-98.5% |