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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $16,888 |
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 | $12,244 | $44,714-72.6% | $91,225-86.6% | $66,930-81.7% |
| Participation rate | 45.8% | 65.0%-19.2pp | 73.2%-27.4pp | 69.8%-24.0pp |
| Annual return | -18.66% | -12.25%-6.4pp | 114.10%-132.8pp | 1.57%-20.2pp |
| Employer contribution / active EE | $0 | $1,710-100.0% | $2,851-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,638 | $3,355-51.2% | $4,234-61.3% | $4,238-61.3% |
| Admin fee / account holder | $111 | $521-78.7% | $5,422-98.0% | $593-81.3% |