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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $14,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,031 | $85,171-38.9% | $172,752-69.9% | $72,975-28.7% |
| Participation rate | 29.9% | 70.1%-40.2pp | 82.6%-52.8pp | 69.5%-39.6pp |
| Annual return | 14.37% | 27.32%-13.0pp | 802.97%-788.6pp | 81.01%-66.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,555 | $3,260-52.3% | $5,198-70.1% | $3,608-56.9% |
| Admin fee / account holder | $290 | $5,880-95.1% | $13,955-97.9% | $5,124-94.3% |