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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 132214956 | Directed Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,674 | $198,457-96.6% | $170,435-96.1% | $147,586-95.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.89% | 257.30%-244.4pp | 205.94%-193.0pp | 578.59%-565.7pp |
| Employer contribution / active EE | $582 | $6,183-90.6% | $5,432-89.3% | $4,876-88.1% |
| Participant deferral / active EE | $35 | $5,629-99.4% | $4,939-99.3% | $5,439-99.4% |
| Admin fee / account holder | $697 | $16,852-95.9% | $13,881-95.0% | $10,886-93.6% |