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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,736 | $36,916-16.7% | $156,551-80.4% | $57,658-46.7% |
| Participation rate | 51.1% | 63.4%-12.3pp | 84.0%-32.9pp | 70.2%-19.1pp |
| Annual return | 2.45% | 12.38%-9.9pp | 32.23%-29.8pp | 5.13%-2.7pp |
| Employer contribution / active EE | $524 | $1,571-66.7% | $5,501-90.5% | $1,974-73.5% |
| Participant deferral / active EE | $1,051 | $1,926-45.4% | $4,871-78.4% | $3,061-65.7% |
| Admin fee / account holder | $4 | $82-95.5% | $13,028-100.0% | $95-96.1% |