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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $782 |
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 | $49,689 | $39,132+27.0% | $57,196-13.1% | $62,881-21.0% |
| Participation rate | 36.6% | 70.5%-33.9pp | 75.3%-38.8pp | 69.3%-32.7pp |
| Annual return | 6.21% | 9.24%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $534 | $1,874-71.5% | $2,683-80.1% | $2,281-76.6% |
| Participant deferral / active EE | $1,052 | $2,374-55.7% | $3,096-66.0% | $3,203-67.2% |
| Admin fee / account holder | $21 | $2,594-99.2% | $3,141-99.3% | $4,296-99.5% |