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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $37,469 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,356 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,150 | $37,117-26.9% | $147,618-81.6% | $55,191-50.8% |
| Participation rate | 95.4% | 63.6%+31.8pp | 84.6%+10.7pp | 69.2%+26.2pp |
| Annual return | 0.53% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,231 | $1,620+37.7% | $5,565-59.9% | $1,899+17.5% |
| Participant deferral / active EE | $5,289 | $1,985+166.4% | $4,895+8.1% | $3,046+73.6% |
| Admin fee / account holder | $101 | $86+17.9% | $11,612-99.1% | $91+11.1% |