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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $14,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,853 | $60,261-53.8% | $81,783-65.9% | $74,546-62.6% |
| Participation rate | 49.3% | 62.9%-13.6pp | 72.4%-23.0pp | 67.2%-17.9pp |
| Annual return | 11.47% | 16.88%-5.4pp | 775.05%-763.6pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $282 | $2,622-89.3% | $2,913-90.3% | $2,624-89.3% |
| Participant deferral / active EE | $1,390 | $3,388-59.0% | $4,320-67.8% | $4,347-68.0% |
| Admin fee / account holder | $100 | $1,482-93.2% | $7,380-98.6% | $1,944-94.8% |