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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 20-3627707 | Recordkeeping | $43,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,458 | $56,152-51.1% | $185,861-85.2% | $73,412-62.6% |
| Participation rate | 26.6% | 67.6%-41.0pp | 78.0%-51.4pp | 72.2%-45.6pp |
| Annual return | 18.87% | 17.59%+1.3pp | 35.96%-17.1pp | 59.30%-40.4pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,088-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,629 | $3,659-55.5% | $5,634-71.1% | $3,806-57.2% |
| Admin fee / account holder | $223 | $132+69.2% | $9,503-97.6% | $158+41.5% |