Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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 LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5576051 | Directed Trustee | $0 |
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 | $44,621 | $61,052-26.9% | $142,898-68.8% | $79,391-43.8% |
| Participation rate | 100.0% | 60.1%+39.9pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 37.11% | 16.02%+21.1pp | 5639.64%-5602.5pp | 116.88%-79.8pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,146-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,558 | $2,879+23.6% | $3,838-7.3% | $4,046-12.1% |
| Admin fee / account holder | $23 | $659-96.5% | $6,560-99.6% | $627-96.3% |