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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $76 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,334 | $58,344-60.0% | $98,483-76.3% | $86,821-73.1% |
| Participation rate | 3.9% | 68.4%-64.5pp | 73.3%-69.4pp | 72.3%-68.4pp |
| Annual return | 13.67% | 43.47%-29.8pp | 1494.38%-1480.7pp | 97.94%-84.3pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $130 | $3,156-95.9% | $4,276-97.0% | $4,132-96.9% |
| Admin fee / account holder | $342 | $138+148.1% | $5,953-94.3% | $170+101.6% |