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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE COMPAN Service code 15 · EIN 20-3627707 | Recordkeeping | $18,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,112 | $58,493-65.6% | $84,023-76.1% | $72,976-72.4% |
| Participation rate | 40.7% | 61.2%-20.5pp | 69.0%-28.3pp | 69.5%-28.7pp |
| Annual return | 15.89% | 28.93%-13.0pp | 71.32%-55.4pp | 81.02%-65.1pp |
| Employer contribution / active EE | $446 | $1,163-61.6% | $1,984-77.5% | $2,440-81.7% |
| Participant deferral / active EE | $2,732 | $2,394+14.1% | $3,239-15.7% | $3,608-24.3% |
| Admin fee / account holder | $198 | $4,569-95.7% | $6,102-96.7% | $5,124-96.1% |