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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $43,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,049 | $83,045-44.5% | $130,045-64.6% | $71,511-35.6% |
| Participation rate | 65.5% | 74.1%-8.6pp | 78.5%-13.0pp | 67.9%-2.4pp |
| Annual return | 18.84% | 20.61%-1.8pp | -137.30%+156.1pp | 28.86%-10.0pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,776 | $4,436-14.9% | $5,820-35.1% | $4,291-12.0% |
| Admin fee / account holder | $289 | $1,727-83.3% | $10,600-97.3% | $1,588-81.8% |