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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 15 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $15,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,411 | $37,196-66.6% | $154,114-91.9% | $55,725-77.7% |
| Participation rate | 33.5% | 64.1%-30.6pp | 83.0%-49.5pp | 70.9%-37.3pp |
| Annual return | -3.65% | 1319.68%-1323.3pp | 735.16%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $610 | $1,614-62.2% | $5,298-88.5% | $2,078-70.6% |
| Participant deferral / active EE | $498 | $2,068-75.9% | $5,081-90.2% | $3,356-85.1% |
| Admin fee / account holder | $59 | $102-42.0% | $13,411-99.6% | $115-48.9% |