Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Directed Trustee | $283 |
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 | $78,063 | $52,467+48.8% | $57,183+36.5% | $55,167+41.5% |
| Participation rate | 98.1% | 75.8%+22.3pp | 75.3%+22.8pp | 69.0%+29.1pp |
| Annual return | 8.26% | 7.72%+0.5pp | 14.59%-6.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $4,574 | $2,477+84.6% | $2,682+70.5% | $1,963+133.0% |
| Participant deferral / active EE | $6,114 | $2,830+116.0% | $3,096+97.5% | $3,054+100.2% |
| Admin fee / account holder | $16 | $269-93.9% | $3,139-99.5% | $504-96.8% |