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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $30,299 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,665 | $27,800+3.1% | $58,561-51.1% | $71,511-59.9% |
| Participation rate | 100.0% | 34.6%+65.4pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 14.66% | 26.80%-12.1pp | 4251.33%-4236.7pp | 28.86%-14.2pp |
| Employer contribution / active EE | $1,563 | $632+147.5% | $1,053+48.4% | $2,589-39.6% |
| Participant deferral / active EE | $3,411 | $1,208+182.3% | $1,923+77.4% | $4,291-20.5% |
| Admin fee / account holder | $294 | $1,637-82.0% | $2,520-88.3% | $1,588-81.5% |