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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO8+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,609 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,602 | $51,223-34.4% | $82,763-59.4% | $66,949-49.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -12.34% | -9.85%-2.5pp | 702.45%-714.8pp | 1.57%-13.9pp |
| Employer contribution / active EE | $876 | $2,611-66.5% | $3,008-70.9% | $2,545-65.6% |
| Participant deferral / active EE | $1,346 | $3,460-61.1% | $4,395-69.4% | $4,239-68.3% |
| Admin fee / account holder | $30 | $415-92.7% | $5,325-99.4% | $594-94.9% |