Filed December 17, 2025 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 27 · EIN 13-5570651 | Advisory (Plan) | $42,276 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $25,998 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 15.03% | 11.00%+4.0pp | 9.39%+5.6pp | 10.41%+4.6pp |
| Employer contribution / active EE | $286 | $16,132-98.2% | $33,466-99.1% | $14,691-98.1% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |