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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 | $23,932 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,506 | $58,888-80.5% | $178,498-93.6% | $73,493-84.3% |
| Participation rate | 92.6% | 66.2%+26.3pp | 81.9%+10.6pp | 70.7%+21.9pp |
| Annual return | 8.39% | 24.86%-16.5pp | 151.09%-142.7pp | 28.51%-20.1pp |
| Employer contribution / active EE | $1,036 | $2,236-53.7% | $5,011-79.3% | $2,270-54.4% |
| Participant deferral / active EE | $1,030 | $2,568-59.9% | $5,202-80.2% | $3,740-72.5% |
| Admin fee / account holder | $75 | $400-81.3% | $13,985-99.5% | $513-85.4% |