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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE LIFE INSURANCE Service code 15 · EIN 13-5570651 | Recordkeeping | $10,612 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,838 | $52,960-79.5% | $86,656-87.5% | $80,169-86.5% |
| Participation rate | 5.4% | 62.4%-57.0pp | 71.7%-66.3pp | 72.9%-67.6pp |
| Annual return | 16.54% | 24.84%-8.3pp | 593.09%-576.5pp | 40.39%-23.9pp |
| Employer contribution / active EE | $0 | $2,138-100.0% | $3,025-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $93 | $3,226-97.1% | $4,439-97.9% | $5,016-98.1% |
| Admin fee / account holder | $107 | $113-5.3% | $5,619-98.1% | $145-26.1% |