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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $3,330 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,133 | $51,620-39.7% | $90,324-65.5% | $65,186-52.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 15.26% | 24.94%-9.7pp | 78.15%-62.9pp | 29.39%-14.1pp |
| Employer contribution / active EE | $1,012 | $2,235-54.7% | $2,856-64.6% | $2,177-53.5% |
| Participant deferral / active EE | $1,273 | $2,871-55.7% | $3,885-67.2% | $3,514-63.8% |
| Admin fee / account holder | $45 | $384-88.2% | $5,356-99.2% | $847-94.6% |