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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,141 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,410 | $58,311-3.3% | $81,882-31.1% | $80,959-30.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.21% | 41.85%-31.6pp | 779.47%-769.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,482 | $2,347-36.9% | $2,916-49.2% | $2,757-46.3% |
| Participant deferral / active EE | $2,317 | $3,287-29.5% | $4,323-46.4% | $4,300-46.1% |
| Admin fee / account holder | $51 | $4,752-98.9% | $7,360-99.3% | $6,925-99.3% |