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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 | $36,002+1.0% | $161,489-77.5% | $64,728-43.8% |
| Participation rate | 100.0% | 57.4%+42.6pp | 78.7%+21.3pp | 57.9%+42.1pp |
| Annual return | 8.17% | 33.93%-25.8pp | 89.72%-81.5pp | 49.38%-41.2pp |
| Employer contribution / active EE | $1,602 | $1,380+16.1% | $4,268-62.5% | $2,243-28.6% |
| Participant deferral / active EE | $1,282 | $1,815-29.4% | $5,630-77.2% | $2,729-53.0% |
| Admin fee / account holder | $6 | $931-99.3% | $16,006-100.0% | $1,145-99.4% |