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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO9+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,028 |
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 | $34,505 | $50,902-32.2% | $155,534-77.8% | $77,736-55.6% |
| Participation rate | 37.9% | 63.1%-25.1pp | 78.2%-40.3pp | 70.6%-32.6pp |
| Annual return | 12.16% | 34.85%-22.7pp | 64.92%-52.8pp | 31.26%-19.1pp |
| Employer contribution / active EE | $532 | $1,991-73.3% | $4,675-88.6% | $2,728-80.5% |
| Participant deferral / active EE | $1,204 | $2,824-57.4% | $5,630-78.6% | $4,651-74.1% |
| Admin fee / account holder | $4 | $437-99.1% | $15,900-100.0% | $433-99.1% |