Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $12,259 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,179 | $51,226-56.7% | $82,744-73.2% | $66,938-66.9% |
| Participation rate | 43.3% | 67.9%-24.6pp | 72.6%-29.2pp | 69.8%-26.5pp |
| Annual return | -12.67% | -9.61%-3.1pp | 702.22%-714.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $222 | $2,612-91.5% | $3,008-92.6% | $2,545-91.3% |
| Participant deferral / active EE | $1,054 | $3,460-69.5% | $4,395-76.0% | $4,238-75.1% |
| Admin fee / account holder | $88 | $416-78.8% | $5,325-98.3% | $594-85.1% |