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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $51,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,841 | $106,110-19.1% | $147,005-41.6% | $77,671+10.5% |
| Participation rate | 27.1% | 78.4%-51.3pp | 82.2%-55.1pp | 70.6%-43.5pp |
| Annual return | 13.54% | 56.77%-43.2pp | 418.76%-405.2pp | 31.21%-17.7pp |
| Employer contribution / active EE | $1,119 | $4,065-72.5% | $4,934-77.3% | $2,726-58.9% |
| Participant deferral / active EE | $1,967 | $7,992-75.4% | $8,070-75.6% | $4,648-57.7% |
| Admin fee / account holder | $329 | $338-2.5% | $13,006-97.5% | $430-23.5% |