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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $10,591 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,012 | $51,620-55.4% | $90,304-74.5% | $65,185-64.7% |
| Participation rate | 40.3% | 68.6%-28.4pp | 73.3%-33.0pp | 70.2%-29.9pp |
| Annual return | 17.27% | 24.94%-7.7pp | 78.13%-60.9pp | 29.38%-12.1pp |
| Employer contribution / active EE | $163 | $2,235-92.7% | $2,855-94.3% | $2,177-92.5% |
| Participant deferral / active EE | $897 | $2,871-68.8% | $3,885-76.9% | $3,514-74.5% |
| Admin fee / account holder | $80 | $384-79.1% | $5,354-98.5% | $847-90.5% |