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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $42,346 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,542 | $86,655-57.8% | $119,609-69.4% | $66,914-45.4% |
| Participation rate | 72.4% | 75.6%-3.2pp | 79.3%-6.8pp | 69.8%+2.6pp |
| Annual return | -21.33% | -8.00%-13.3pp | -14.97%-6.4pp | 1.58%-22.9pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,403 | $4,358-21.9% | $5,602-39.3% | $4,237-19.7% |
| Admin fee / account holder | $280 | $755-62.9% | $10,323-97.3% | $593-52.8% |