Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 20-3627707 | Recordkeeping | $54,798 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,394 | $88,087-42.8% | $164,866-69.4% | $74,546-32.4% |
| Participation rate | 70.1% | 73.1%-3.0pp | 78.6%-8.5pp | 67.2%+2.9pp |
| Annual return | 14.35% | 17.27%-2.9pp | 69.97%-55.6pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,677 | $4,499+3.9% | $6,033-22.5% | $4,347+7.6% |
| Admin fee / account holder | $326 | $2,232-85.4% | $12,689-97.4% | $1,944-83.2% |