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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 | $18,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,734 | $52,961-72.2% | $172,755-91.5% | $65,185-77.4% |
| Participation rate | 49.7% | 66.2%-16.5pp | 82.6%-32.9pp | 70.2%-20.5pp |
| Annual return | 12.65% | 30.12%-17.5pp | 802.94%-790.3pp | 29.38%-16.7pp |
| Employer contribution / active EE | $1,026 | $2,190-53.2% | $5,144-80.1% | $2,177-52.9% |
| Participant deferral / active EE | $914 | $2,471-63.0% | $5,198-82.4% | $3,514-74.0% |
| Admin fee / account holder | $91 | $472-80.7% | $13,955-99.3% | $847-89.2% |