Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE LIFE 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 | $46,464-21.7% | $150,298-75.8% | $79,634-54.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 8.17% | 27.89%-19.7pp | 62.79%-54.6pp | 36.46%-28.3pp |
| Employer contribution / active EE | $1,602 | $1,512+6.0% | $4,154-61.4% | $2,529-36.7% |
| Participant deferral / active EE | $1,282 | $2,157-40.6% | $5,453-76.5% | $3,835-66.6% |
| Admin fee / account holder | $6 | $891-99.3% | $14,116-100.0% | $1,002-99.4% |