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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $168 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,851 | $47,766-60.5% | $82,763-77.2% | $64,824-70.9% |
| Participation rate | 3.7% | 67.7%-64.0pp | 72.6%-68.8pp | 71.5%-67.7pp |
| Annual return | -16.97% | -13.06%-3.9pp | 702.45%-719.4pp | 32.84%-49.8pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $99 | $3,332-97.0% | $4,395-97.7% | $4,311-97.7% |
| Admin fee / account holder | $291 | $143+103.4% | $5,325-94.5% | $188+54.8% |