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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $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 | $43,496-28.8% | $161,489-80.8% | $64,340-51.8% |
| Participation rate | 67.6% | 53.5%+14.1pp | 78.7%-11.1pp | 55.2%+12.4pp |
| Annual return | 10.36% | 20.76%-10.4pp | 89.72%-79.4pp | 24.14%-13.8pp |
| Employer contribution / active EE | $937 | $1,431-34.5% | $4,268-78.0% | $1,862-49.7% |
| Participant deferral / active EE | $1,206 | $1,996-39.6% | $5,630-78.6% | $2,980-59.5% |
| Admin fee / account holder | $8 | $2,330-99.7% | $16,006-100.0% | $3,703-99.8% |