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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 20-3627707 | Recordkeeping | $12,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,321 | $106,264-58.3% | $147,117-69.9% | $77,762-43.0% |
| Participation rate | 30.8% | 78.4%-47.6pp | 82.2%-51.3pp | 70.6%-39.7pp |
| Annual return | 19.47% | 56.94%-37.5pp | 420.54%-401.1pp | 31.27%-11.8pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,979 | $8,003-75.3% | $8,065-75.5% | $4,651-57.5% |
| Admin fee / account holder | $60 | $334-82.0% | $12,993-99.5% | $433-86.1% |