Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2+ years Filed as: EQUITABLE Service code 15 · EIN 20-3627707 | Recordkeeping | $10,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,580 | $59,328-95.7% | $118,946-97.8% | $73,493-96.5% |
| Participation rate | 64.0% | 62.3%+1.7pp | 75.4%-11.4pp | 70.7%-6.7pp |
| Annual return | 69.22% | 19.13%+50.1pp | 35.89%+33.3pp | 28.51%+40.7pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,445 | $2,604-44.5% | $4,266-66.1% | $3,740-61.4% |
| Admin fee / account holder | $63 | $600-89.5% | $6,581-99.0% | $513-87.7% |