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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,265 |
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 | $41,048 | $63,768-35.6% | $98,483-58.3% | $79,391-48.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 11.25% | 626.18%-614.9pp | 1494.38%-1483.1pp | 116.88%-105.6pp |
| Employer contribution / active EE | $911 | $2,558-64.4% | $2,961-69.2% | $2,428-62.5% |
| Participant deferral / active EE | $1,250 | $3,305-62.2% | $4,276-70.8% | $4,046-69.1% |
| Admin fee / account holder | $26 | $516-95.0% | $5,953-99.6% | $627-95.9% |