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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $226,836 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,281 | $44,897-21.4% | $85,009-58.5% | $199,768-82.3% |
| Participation rate | 9.3% | 45.7%-36.4pp | 67.5%-58.2pp | 72.0%-62.7pp |
| Annual return | -9.52% | 20.96%-30.5pp | 66.47%-76.0pp | 34.26%-43.8pp |
| Employer contribution / active EE | $128 | $1,365-90.6% | $2,728-95.3% | $3,037-95.8% |
| Participant deferral / active EE | $665 | $2,668-75.1% | $4,522-85.3% | $5,090-86.9% |
| Admin fee / account holder | $749 | $584+28.1% | $6,153-87.8% | $269+178.3% |