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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2+ years Filed as: EQUITABLE LIFE INSURANCE Service code 15 · EIN 13-5570651 | Recordkeeping | $28,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,755 | $57,739-84.8% | $112,228-92.2% | $74,473-88.2% |
| Participation rate | 28.5% | 55.6%-27.1pp | 72.4%-44.0pp | 70.7%-42.3pp |
| Annual return | 17.42% | 19.52%-2.1pp | 30.23%-12.8pp | 34.36%-16.9pp |
| Employer contribution / active EE | $260 | $1,675-84.5% | $3,432-92.4% | $2,638-90.2% |
| Participant deferral / active EE | $1,091 | $2,891-62.3% | $4,800-77.3% | $4,530-75.9% |
| Admin fee / account holder | $89 | $462-80.7% | $7,752-98.9% | $347-74.3% |