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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQTBLE LIFE INSURANCE COMPANY Service code 25 · EIN 13-5570651 | Directed Trustee | $1,732 |
SYMETRA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 91-0742147 | Contract Administrator | $1,092 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,333 | $81,233-46.7% | $155,567-72.1% | $80,874-46.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.20% | 33.33%-25.1pp | 64.74%-56.5pp | 35.62%-27.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5 | $7,998-99.9% | $15,916-100.0% | $6,935-99.9% |