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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LUFE INSURANCE COMPAN Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $1,873 |
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 | $36,363 | $36,904-1.5% | $158,223-77.0% | $65,191-44.2% |
| Participation rate | 100.0% | 62.1%+37.9pp | 79.2%+20.8pp | 63.0%+37.0pp |
| Annual return | 8.17% | 24.43%-16.3pp | 52.09%-43.9pp | 51.24%-43.1pp |
| Employer contribution / active EE | $1,602 | $1,489+7.5% | $4,109-61.0% | $2,400-33.3% |
| Participant deferral / active EE | $1,282 | $1,936-33.8% | $5,467-76.6% | $2,671-52.0% |
| Admin fee / account holder | $6 | $793-99.2% | $16,047-100.0% | $907-99.3% |