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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) | $15,559 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $1,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,116 | $62,928-50.6% | $172,752-82.0% | $67,579-54.0% |
| Participation rate | 68.3% | 64.5%+3.8pp | 82.6%-14.4pp | 71.3%-3.0pp |
| Annual return | 18.35% | 30.36%-12.0pp | 802.97%-784.6pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,744 | $1,636+6.6% | $5,144-66.1% | $2,148-18.8% |
| Participant deferral / active EE | $1,666 | $2,145-22.3% | $5,198-67.9% | $3,539-52.9% |
| Admin fee / account holder | $79 | $167-52.7% | $13,955-99.4% | $142-44.6% |