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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 | $106,247-58.3% | $147,096-69.9% | $77,714-43.0% |
| Participation rate | 30.8% | 78.4%-47.5pp | 82.2%-51.3pp | 70.6%-39.7pp |
| Annual return | 19.47% | 56.87%-37.4pp | 419.75%-400.3pp | 31.26%-11.8pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,979 | $7,996-75.3% | $8,071-75.5% | $4,649-57.4% |
| Admin fee / account holder | $60 | $338-82.2% | $13,005-99.5% | $433-86.1% |