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 | $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 | $106,230-19.2% | $147,080-41.6% | $77,736+10.4% |
| Participation rate | 27.1% | 78.4%-51.3pp | 82.2%-55.1pp | 70.6%-43.5pp |
| Annual return | 13.54% | 56.91%-43.4pp | 420.17%-406.6pp | 31.26%-17.7pp |
| Employer contribution / active EE | $1,119 | $4,072-72.5% | $4,933-77.3% | $2,728-59.0% |
| Participant deferral / active EE | $1,967 | $8,001-75.4% | $8,066-75.6% | $4,651-57.7% |
| Admin fee / account holder | $329 | $338-2.7% | $12,989-97.5% | $433-24.0% |