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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,205 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,731 | $62,928-51.2% | $172,753-82.2% | $67,582-54.5% |
| Participation rate | 94.8% | 64.5%+30.3pp | 82.6%+12.1pp | 71.3%+23.5pp |
| Annual return | 3.75% | 30.36%-26.6pp | 803.00%-799.2pp | 378.57%-374.8pp |
| Employer contribution / active EE | $623 | $1,636-61.9% | $5,144-87.9% | $2,148-71.0% |
| Participant deferral / active EE | $1,377 | $2,145-35.8% | $5,198-73.5% | $3,539-61.1% |
| Admin fee / account holder | $5 | $167-97.1% | $13,956-100.0% | $142-96.6% |