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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $3,158 |
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 | $41,834 | $75,832-44.8% | $147,617-71.7% | $59,633-29.8% |
| Participation rate | 72.9% | 71.6%+1.4pp | 84.6%-11.7pp | 68.7%+4.3pp |
| Annual return | 0.39% | 0.37%0pp | 61.98%-61.6pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,397 | $3,485-59.9% | $5,564-74.9% | $2,203-36.6% |
| Participant deferral / active EE | $1,807 | $3,131-42.3% | $4,895-63.1% | $3,192-43.4% |
| Admin fee / account holder | $64 | $5,986-98.9% | $11,612-99.5% | $4,297-98.5% |