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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $7,672 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 27 525 WASHINGTON BLVD FL 29 · JERSEY CITY, NJ 07310 | Advisory (Plan) | $5,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,363 | $53,412-63.7% | $68,509-71.7% | $52,331-63.0% |
| Participation rate | 37.9% | 71.7%-33.8pp | 74.7%-36.9pp | 68.1%-30.2pp |
| Annual return | -1.12% | 3.42%-4.5pp | 8.27%-9.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $379 | $1,607-76.4% | $2,278-83.4% | $1,882-79.9% |
| Participant deferral / active EE | $604 | $2,688-77.5% | $3,382-82.1% | $3,022-80.0% |
| Admin fee / account holder | $229 | $461-50.2% | $5,275-95.7% | $592-61.2% |