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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,102 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 37 · EIN 13-5570651 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $30,981 | $45,343-31.7% | $150,298-79.4% | $67,986-54.4% |
| Participation rate | 67.6% | 51.9%+15.8pp | 77.8%-10.1pp | 57.2%+10.4pp |
| Annual return | 10.36% | 33.28%-22.9pp | 62.79%-52.4pp | 31.67%-21.3pp |
| Employer contribution / active EE | $937 | $1,462-35.9% | $4,154-77.4% | $2,019-53.6% |
| Participant deferral / active EE | $1,206 | $2,055-41.3% | $5,453-77.9% | $3,358-64.1% |
| Admin fee / account holder | $8 | $2,250-99.6% | $14,116-99.9% | $3,203-99.8% |