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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $16,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,400 | $34,634-3.6% | $77,096-56.7% | $64,819-48.5% |
| Participation rate | 12.4% | 49.8%-37.4pp | 67.9%-55.5pp | 71.5%-59.1pp |
| Annual return | -14.59% | -5.31%-9.3pp | 42.35%-56.9pp | 32.84%-47.4pp |
| Employer contribution / active EE | $288 | $1,385-79.2% | $2,814-89.8% | $2,507-88.5% |
| Participant deferral / active EE | $620 | $2,553-75.7% | $4,429-86.0% | $4,311-85.6% |
| Admin fee / account holder | $221 | $178+23.7% | $5,428-95.9% | $188+17.5% |