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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO8+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,272 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,041 | $47,180-32.1% | $149,723-78.6% | $74,473-57.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 8.77% | 22.75%-14.0pp | 134.50%-125.7pp | 34.36%-25.6pp |
| Employer contribution / active EE | $605 | $1,907-68.3% | $4,821-87.5% | $2,638-77.1% |
| Participant deferral / active EE | $1,270 | $2,730-53.5% | $5,682-77.7% | $4,530-72.0% |
| Admin fee / account holder | $5 | $343-98.7% | $13,215-100.0% | $347-98.7% |