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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $22,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,183 | $86,341-36.1% | $125,192-55.9% | $65,185-15.3% |
| Participation rate | 37.6% | 75.3%-37.7pp | 79.8%-42.1pp | 70.2%-32.6pp |
| Annual return | 20.49% | 27.44%-6.9pp | 43.79%-23.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,453 | $3,538-30.7% | $4,937-50.3% | $3,514-30.2% |
| Admin fee / account holder | $273 | $609-55.2% | $9,704-97.2% | $847-67.8% |