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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $8,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,043 | $50,175-80.0% | $99,475-89.9% | $65,185-84.6% |
| Participation rate | 59.2% | 68.4%-9.2pp | 73.8%-14.6pp | 70.2%-11.0pp |
| Annual return | 21.81% | 25.36%-3.6pp | 30.72%-8.9pp | 29.38%-7.6pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,630 | $2,748-40.7% | $3,619-55.0% | $3,514-53.6% |
| Admin fee / account holder | $58 | $398-85.3% | $6,252-99.1% | $847-93.1% |