Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5576051 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,845 | $48,432-11.5% | $121,210-64.7% | $71,529-40.1% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 17.79% | 23.28%-5.5pp | 987.41%-969.6pp | 28.97%-11.2pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,171-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,379 | $2,756+95.2% | $4,084+31.7% | $4,291+25.4% |
| Admin fee / account holder | $23 | $1,845-98.7% | $5,647-99.6% | $1,588-98.5% |