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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,004 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $36 |
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 | $18,194 | $52,967-65.7% | $172,753-89.5% | $65,186-72.1% |
| Participation rate | 96.2% | 66.2%+30.0pp | 82.6%+13.5pp | 70.2%+26.0pp |
| Annual return | 19.37% | 30.12%-10.8pp | 803.00%-783.6pp | 29.39%-10.0pp |
| Employer contribution / active EE | $1,284 | $2,190-41.4% | $5,144-75.0% | $2,177-41.0% |
| Participant deferral / active EE | $2,051 | $2,471-17.0% | $5,198-60.5% | $3,514-41.6% |
| Admin fee / account holder | $5 | $472-99.0% | $13,956-100.0% | $847-99.4% |