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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $2,635 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,312 | $66,124-43.6% | $90,461-58.8% | $73,497-49.2% |
| Participation rate | 99.1% | 69.7%+29.5pp | 72.7%+26.5pp | 70.7%+28.5pp |
| Annual return | 12.30% | 17.65%-5.4pp | 1294.76%-1282.5pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,005 | $2,346-57.2% | $3,264-69.2% | $2,270-55.7% |
| Participant deferral / active EE | $1,388 | $3,039-54.3% | $3,964-65.0% | $3,740-62.9% |
| Admin fee / account holder | $41 | $396-89.6% | $5,617-99.3% | $513-92.0% |