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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $91,711 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $46,008 |
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 | $62,928 | $89,282-29.5% | $94,672-33.5% | $74,473-15.5% |
| Participation rate | 60.2% | 82.4%-22.2pp | 80.8%-20.6pp | 70.7%-10.6pp |
| Annual return | 23.67% | 25.96%-2.3pp | 156.89%-133.2pp | 34.36%-10.7pp |
| Employer contribution / active EE | $1,888 | $3,022-37.5% | $3,673-48.6% | $2,638-28.4% |
| Participant deferral / active EE | $6,136 | $8,425-27.2% | $7,417-17.3% | $4,530+35.4% |
| Admin fee / account holder | $329 | $219+50.2% | $7,222-95.4% | $347-5.3% |