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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS Service code 27 100 MADISON STREET, 3RD FLOOR · SYRACUSE, NY 13202 | Advisory (Plan) | $12,982 |
Filed as: PENSERV PLAN SERVICES Service code 15 PO BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $6,555 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $1,805 |
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 | $25,497 | $37,196-31.5% | $154,111-83.5% | $55,725-54.2% |
| Participation rate | 74.3% | 64.1%+10.3pp | 83.0%-8.7pp | 70.9%+3.5pp |
| Annual return | -5.14% | 1319.68%-1324.8pp | 735.18%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,827 | $1,614+13.2% | $5,298-65.5% | $2,078-12.1% |
| Participant deferral / active EE | $1,914 | $2,068-7.5% | $5,081-62.3% | $3,356-43.0% |
| Admin fee / account holder | $69 | $102-32.3% | $13,411-99.5% | $115-40.3% |