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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $361 |
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 | $38,440 | $61,166-37.2% | $185,849-79.3% | $79,391-51.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 17.47% | 19.45%-2.0pp | 122.10%-104.6pp | 116.88%-99.4pp |
| Employer contribution / active EE | $659 | $2,321-71.6% | $5,169-87.3% | $2,428-72.9% |
| Participant deferral / active EE | $1,632 | $2,789-41.5% | $5,569-70.7% | $4,046-59.7% |
| Admin fee / account holder | $2 | $710-99.8% | $16,244-100.0% | $627-99.7% |