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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,257 |
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 | $29,494 | $37,196-20.7% | $154,108-80.9% | $55,725-47.1% |
| Participation rate | 62.6% | 64.1%-1.5pp | 83.0%-20.4pp | 70.9%-8.3pp |
| Annual return | 5.79% | 1319.68%-1313.9pp | 735.21%-729.4pp | 244.93%-239.1pp |
| Employer contribution / active EE | $1,212 | $1,614-24.9% | $5,298-77.1% | $2,078-41.7% |
| Participant deferral / active EE | $1,196 | $2,068-42.2% | $5,081-76.5% | $3,356-64.3% |
| Admin fee / account holder | $5 | $102-95.0% | $13,411-100.0% | $115-95.6% |