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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO9+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMP Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $2,441 |
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 | $33,210 | $58,312-43.0% | $86,656-61.7% | $71,529-53.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 11.90% | 24.08%-12.2pp | 593.09%-581.2pp | 28.97%-17.1pp |
| Employer contribution / active EE | $860 | $2,576-66.6% | $3,025-71.6% | $2,590-66.8% |
| Participant deferral / active EE | $1,375 | $3,439-60.0% | $4,439-69.0% | $4,291-68.0% |
| Admin fee / account holder | $34 | $1,057-96.8% | $5,619-99.4% | $1,588-97.9% |