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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INS COMPANY Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $820 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,325 | $61,391-76.7% | $149,723-90.4% | $71,529-80.0% |
| Participation rate | 86.4% | 62.5%+23.9pp | 78.8%+7.6pp | 67.9%+18.5pp |
| Annual return | 13.56% | 35.88%-22.3pp | 134.50%-120.9pp | 28.97%-15.4pp |
| Employer contribution / active EE | $341 | $2,384-85.7% | $4,821-92.9% | $2,590-86.8% |
| Participant deferral / active EE | $515 | $2,921-82.4% | $5,682-90.9% | $4,291-88.0% |
| Admin fee / account holder | $26 | $1,264-97.9% | $13,215-99.8% | $1,588-98.4% |