Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 64 · EIN 13-5570651 100 MADISON · SYRACUSE, NY 13202 | Recordkeeping Fees | $0 |
Filed as: FIDELITY Service code 64 · EIN 04-2647786 82 DEVONSHIRE ST · BOSTON, MA 02109 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,407 | $52,467+76.1% | $57,196+61.6% | $55,167+67.5% |
| Participation rate | 75.9% | 75.8%0pp | 75.3%+0.6pp | 69.0%+6.9pp |
| Annual return | -0.67% | 7.72%-8.4pp | 14.59%-15.3pp | 169.23%-169.9pp |
| Employer contribution / active EE | $1,831 | $2,477-26.1% | $2,683-31.8% | $1,963-6.7% |
| Participant deferral / active EE | $4,313 | $2,830+52.4% | $3,096+39.3% | $3,054+41.2% |
| Admin fee / account holder | $27 | $269-90.1% | $3,141-99.2% | $504-94.7% |