Filed May 23, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5+ years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $37,095 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,697 | $77,094-53.7% | $173,703-79.4% | $69,733-48.8% |
| Participation rate | 87.4% | 55.7%+31.7pp | 75.9%+11.5pp | 62.5%+24.9pp |
| Annual return | 12.20% | 11.44%+0.8pp | 17.46%-5.3pp | 15.22%-3.0pp |
| Employer contribution / active EE | $1,121 | $1,704-34.2% | $4,288-73.9% | $2,250-50.2% |
| Participant deferral / active EE | $2,194 | $2,355-6.8% | $4,854-54.8% | $3,054-28.2% |
| Admin fee / account holder | $147 | $2,291-93.6% | $15,562-99.1% | $3,102-95.3% |