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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 14-1759450 | Pension Consulting | $6,150 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $175 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,464 | $56,095-81.3% | $178,498-94.1% | $90,274-88.4% |
| Participation rate | 22.4% | 65.6%-43.1pp | 81.9%-59.5pp | 73.4%-50.9pp |
| Annual return | 22.49% | 28.81%-6.3pp | 151.09%-128.6pp | 53.97%-31.5pp |
| Employer contribution / active EE | $278 | $1,572-82.3% | $5,011-94.5% | $2,523-89.0% |
| Participant deferral / active EE | $147 | $2,669-94.5% | $5,202-97.2% | $4,231-96.5% |
| Admin fee / account holder | $15 | $101-84.9% | $13,985-99.9% | $114-86.7% |