Filed December 17, 2025 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 27 · EIN 13-5570651 | Advisory (Plan) | $54,682 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 | Bank Trustee | $25,495 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -1.16% | -0.83%-0.3pp | -1.08%-0.1pp | 2.81%-4.0pp |
| Employer contribution / active EE | $13,471 | $22,474-40.1% | $35,779-62.3% | $16,358-17.6% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |