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 LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $12,170 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,565 | $58,292+654.1% | $86,640+407.3% | $71,511+514.7% |
| Participation rate | 0.0% | 65.0%-65.0pp | 71.7%-71.7pp | 67.9%-67.9pp |
| Annual return | 12.93% | 21.63%-8.7pp | 592.52%-579.6pp | 28.86%-15.9pp |
| Employer contribution / active EE | $236 | $2,574-90.8% | $3,024-92.2% | $2,589-90.9% |
| Participant deferral / active EE | $1,113 | $3,438-67.6% | $4,438-74.9% | $4,291-74.0% |
| Admin fee / account holder | $1,521 | $1,057+43.9% | $5,616-72.9% | $1,588-4.2% |