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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 | $21,386 |
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.
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 | $8,346 | $65,083-87.2% | $143,788-94.2% | $66,930-87.5% |
| Participation rate | 91.9% | 65.2%+26.7pp | 80.3%+11.6pp | 69.8%+22.1pp |
| Annual return | -11.64% | -11.13%-0.5pp | -0.03%-11.6pp | 1.57%-13.2pp |
| Employer contribution / active EE | $1,095 | $2,361-53.6% | $4,952-77.9% | $2,545-57.0% |
| Participant deferral / active EE | $842 | $2,920-71.2% | $5,638-85.1% | $4,238-80.1% |
| Admin fee / account holder | $55 | $502-89.0% | $14,675-99.6% | $593-90.7% |