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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $248 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,994 | $46,332-28.8% | $143,797-77.1% | $64,824-49.1% |
| Participation rate | 43.9% | 64.2%-20.4pp | 80.3%-36.4pp | 71.5%-27.6pp |
| Annual return | -6.79% | -10.05%+3.3pp | -0.04%-6.7pp | 32.84%-39.6pp |
| Employer contribution / active EE | $642 | $1,911-66.4% | $4,952-87.0% | $2,507-74.4% |
| Participant deferral / active EE | $1,481 | $2,647-44.1% | $5,638-73.7% | $4,311-65.7% |
| Admin fee / account holder | $1 | $154-99.3% | $14,679-100.0% | $188-99.4% |