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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,205 | $40,275+12.2% | $57,356-21.2% | $59,633-24.2% |
| Participation rate | 40.0% | 69.1%-29.1pp | 75.1%-35.1pp | 68.7%-28.7pp |
| Annual return | 0.86% | 27.52%-26.7pp | 24.41%-23.5pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $488 | $1,921-74.6% | $2,689-81.8% | $2,203-77.8% |
| Participant deferral / active EE | $956 | $2,400-60.2% | $3,162-69.8% | $3,192-70.1% |
| Admin fee / account holder | $17 | $2,820-99.4% | $3,357-99.5% | $4,297-99.6% |