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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $100,375 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $41,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,986 | $64,612-16.4% | $86,451-37.6% | $64,824-16.7% |
| Participation rate | 57.9% | 81.5%-23.6pp | 80.3%-22.5pp | 71.5%-13.6pp |
| Annual return | -16.80% | 0.66%-17.5pp | 4398.51%-4415.3pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,613 | $2,744-41.2% | $3,770-57.2% | $2,507-35.7% |
| Participant deferral / active EE | $4,991 | $7,497-33.4% | $6,953-28.2% | $4,311+15.8% |
| Admin fee / account holder | $389 | $169+130.1% | $6,734-94.2% | $188+107.1% |