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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INS COMPANY Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $127 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 PO BOX 5050 · MINOT, NE 58702 | Recordkeeping Fees | $0 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,879 | $39,859-82.7% | $78,675-91.3% | $57,658-88.1% |
| Participation rate | 71.2% | 66.1%+5.1pp | 73.6%-2.4pp | 70.2%+0.9pp |
| Annual return | 5.31% | 18.96%-13.7pp | 62.19%-56.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $214 | $1,786-88.0% | $2,850-92.5% | $1,974-89.2% |
| Participant deferral / active EE | $727 | $2,248-67.7% | $3,517-79.3% | $3,061-76.3% |
| Admin fee / account holder | $15 | $76-80.6% | $4,510-99.7% | $95-84.4% |