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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2+ years Filed as: EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $533 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,937 | $91,710-89.2% | $67,560-85.3% | $77,762-87.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 13.53% | 14.88%-1.3pp | 3533.50%-3520.0pp | 31.27%-17.7pp |
| Employer contribution / active EE | $331 | $3,187-89.6% | $2,737-87.9% | $2,728-87.9% |
| Participant deferral / active EE | $1,072 | $3,911-72.6% | $4,004-73.2% | $4,651-77.0% |
| Admin fee / account holder | $54 | $245-78.0% | $3,994-98.6% | $433-87.5% |