Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $10,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,301 | $65,092-73.4% | $143,799-88.0% | $66,938-74.2% |
| Participation rate | 47.7% | 65.2%-17.5pp | 80.3%-32.6pp | 69.8%-22.1pp |
| Annual return | -11.69% | -11.14%-0.6pp | -0.04%-11.6pp | 1.58%-13.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,038 | $2,920-64.4% | $5,638-81.6% | $4,238-75.5% |
| Admin fee / account holder | $79 | $502-84.2% | $14,677-99.5% | $594-86.6% |