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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LUFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,873 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,363 | $38,165-4.7% | $189,758-80.8% | $69,255-47.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 79.8%+20.2pp | 69.0%+31.0pp |
| Annual return | 8.17% | 14.65%-6.5pp | 52.62%-44.4pp | 26.73%-18.6pp |
| Employer contribution / active EE | $1,602 | $1,589+0.8% | $4,767-66.4% | $2,645-39.4% |
| Participant deferral / active EE | $1,282 | $2,073-38.2% | $5,856-78.1% | $2,890-55.7% |
| Admin fee / account holder | $6 | $714-99.1% | $20,388-100.0% | $733-99.1% |