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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,901 | $180,459-97.3% | $154,108-96.8% | $135,380-96.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -23.51% | 888.21%-911.7pp | 735.21%-758.7pp | 519.81%-543.3pp |
| Employer contribution / active EE | $657 | $6,035-89.1% | $5,298-87.6% | $4,779-86.3% |
| Participant deferral / active EE | $38 | $5,806-99.3% | $5,081-99.2% | $5,609-99.3% |
| Admin fee / account holder | $1,231 | $16,145-92.4% | $13,411-90.8% | $10,828-88.6% |