Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 64 · EIN 13-5570651 100 MADISON · SYRACUSE, NY 13202 | Recordkeeping Fees | $10,633 |
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 | $93,226 | $57,976+60.8% | $63,018+47.9% | $62,293+49.7% |
| Participation rate | 96.1% | 75.9%+20.1pp | 74.8%+21.3pp | 69.5%+26.6pp |
| Annual return | 10.89% | 17.54%-6.6pp | 87.62%-76.7pp | 28.90%-18.0pp |
| Employer contribution / active EE | $2,108 | $2,415-12.7% | $2,761-23.6% | $2,042+3.2% |
| Participant deferral / active EE | $5,041 | $2,956+70.5% | $3,330+51.4% | $3,169+59.1% |
| Admin fee / account holder | $103 | $276-62.8% | $3,601-97.1% | $479-78.6% |