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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 20-3627707 | Recordkeeping | $17,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,981 | $55,470-27.9% | $155,556-74.3% | $74,478-46.3% |
| Participation rate | 34.3% | 61.9%-27.6pp | 78.2%-43.9pp | 67.2%-32.9pp |
| Annual return | 12.90% | 269.80%-256.9pp | 64.84%-51.9pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $1,015 | $2,267-55.2% | $4,675-78.3% | $2,626-61.4% |
| Participant deferral / active EE | $1,700 | $2,838-40.1% | $5,631-69.8% | $4,350-60.9% |
| Admin fee / account holder | $215 | $1,744-87.7% | $15,885-98.6% | $1,946-89.0% |