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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 593 ROUTE 9D · GARRISON, NY 10524 | Directed Trustee | $9,496 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,194 | $55,446+3.2% | $155,574-63.2% | $74,429-23.2% |
| Participation rate | 98.4% | 61.9%+36.5pp | 78.2%+20.2pp | 67.2%+31.2pp |
| Annual return | 8.01% | 269.20%-261.2pp | 64.87%-56.9pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $738 | $2,266-67.4% | $4,676-84.2% | $2,625-71.9% |
| Participant deferral / active EE | $1,728 | $2,836-39.1% | $5,629-69.3% | $4,348-60.3% |
| Admin fee / account holder | $74 | $1,743-95.8% | $15,914-99.5% | $1,944-96.2% |