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 LLC4 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 | $51,953 | $52,450-0.9% | $129,384-59.8% | $74,459-30.2% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.07% | 15.65%+1.4pp | 9461.77%-9444.7pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,627 | $2,797+101.2% | $4,166+35.1% | $4,350+29.4% |
| Admin fee / account holder | $24 | $2,636-99.1% | $7,686-99.7% | $1,945-98.8% |