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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 | $44,898-21.4% | $85,126-58.6% | $199,921-82.4% |
| Participation rate | 9.3% | 45.7%-36.4pp | 67.5%-58.2pp | 72.0%-62.7pp |
| Annual return | -9.52% | 20.98%-30.5pp | 66.63%-76.2pp | 34.28%-43.8pp |
| Employer contribution / active EE | $128 | $1,367-90.7% | $2,731-95.3% | $3,035-95.8% |
| Participant deferral / active EE | $665 | $2,670-75.1% | $4,523-85.3% | $5,089-86.9% |
| Admin fee / account holder | $749 | $585+27.9% | $6,160-87.8% | $269+178.1% |