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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 | $35,134 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,703 | $58,241-30.1% | $81,780-50.2% | $80,911-49.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.00% | 41.73%-30.7pp | 776.27%-765.3pp | 35.63%-24.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,256 | $3,283+90.6% | $4,321+44.8% | $4,297+45.6% |
| Admin fee / account holder | $244 | $4,973-95.1% | $7,384-96.7% | $6,935-96.5% |