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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $5,268 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,793 | $26,549-29.2% | $61,452-69.4% | $66,938-71.9% |
| Participation rate | 84.3% | 38.1%+46.2pp | 52.6%+31.7pp | 69.8%+14.5pp |
| Annual return | -8.32% | -16.21%+7.9pp | 338.96%-347.3pp | 1.58%-9.9pp |
| Employer contribution / active EE | $432 | $651-33.7% | $1,160-62.7% | $2,545-83.0% |
| Participant deferral / active EE | $1,971 | $1,338+47.3% | $2,125-7.2% | $4,238-53.5% |
| Admin fee / account holder | $96 | $409-76.4% | $2,131-95.5% | $594-83.8% |