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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 | $58,234-3.1% | $81,783-31.0% | $80,874-30.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 10.21% | 41.70%-31.5pp | 775.05%-764.8pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,482 | $2,341-36.7% | $2,913-49.1% | $2,756-46.2% |
| Participant deferral / active EE | $2,317 | $3,283-29.4% | $4,320-46.4% | $4,297-46.1% |
| Admin fee / account holder | $51 | $4,982-99.0% | $7,380-99.3% | $6,935-99.3% |