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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $10,095 |
Filed as: AXA ADVISORS Service code 27 100 MADISON STREET, 3RD FLOOR · SYRACUSE, NY 13202 | Advisory (Plan) | $7,832 |
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 | $26,030 | $55,453-53.1% | $170,435-84.7% | $62,293-58.2% |
| Participation rate | 77.4% | 66.4%+11.0pp | 83.6%-6.2pp | 69.5%+7.9pp |
| Annual return | 13.15% | 21.38%-8.2pp | 205.94%-192.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,875 | $2,164-13.4% | $5,432-65.5% | $2,042-8.2% |
| Participant deferral / active EE | $1,810 | $2,303-21.4% | $4,939-63.4% | $3,169-42.9% |
| Admin fee / account holder | $73 | $455-84.1% | $13,881-99.5% | $479-84.9% |