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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $3,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,841 | $37,196-30.5% | $154,108-83.2% | $55,725-53.6% |
| Participation rate | 60.0% | 64.1%-4.1pp | 83.0%-23.0pp | 70.9%-10.8pp |
| Annual return | -3.11% | 1319.68%-1322.8pp | 735.21%-738.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $517 | $1,614-68.0% | $5,298-90.2% | $2,078-75.1% |
| Participant deferral / active EE | $705 | $2,068-65.9% | $5,081-86.1% | $3,356-79.0% |
| Admin fee / account holder | $13 | $102-87.4% | $13,411-99.9% | $115-88.9% |