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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIALS LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $13 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,989 | $101,539-81.3% | $147,041-87.1% | $74,400-74.5% |
| Participation rate | 60.1% | 75.5%-15.4pp | 82.2%-22.1pp | 67.2%-7.1pp |
| Annual return | 13.37% | 8740.84%-8727.5pp | 419.21%-405.8pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $992 | $3,811-74.0% | $4,935-79.9% | $2,624-62.2% |
| Participant deferral / active EE | $2,792 | $7,304-61.8% | $8,071-65.4% | $4,348-35.8% |
| Admin fee / account holder | $25 | $1,749-98.6% | $13,006-99.8% | $1,944-98.7% |