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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $133 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,883 | $52,722-56.6% | $90,461-74.7% | $73,412-68.8% |
| Participation rate | 4.0% | 67.7%-63.7pp | 72.7%-68.7pp | 72.2%-68.1pp |
| Annual return | 15.09% | 20.70%-5.6pp | 1294.76%-1279.7pp | 59.30%-44.2pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $90 | $2,810-96.8% | $3,964-97.7% | $3,806-97.6% |
| Admin fee / account holder | $341 | $117+191.6% | $5,617-93.9% | $158+115.8% |