Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,653-81.3% | $147,080-87.1% | $74,459-74.5% |
| Participation rate | 60.1% | 75.6%-15.5pp | 82.2%-22.1pp | 67.2%-7.1pp |
| Annual return | 13.37% | 8754.98%-8741.6pp | 420.17%-406.8pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $992 | $3,813-74.0% | $4,933-79.9% | $2,626-62.2% |
| Participant deferral / active EE | $2,792 | $7,304-61.8% | $8,066-65.4% | $4,350-35.8% |
| Admin fee / account holder | $25 | $1,752-98.6% | $12,989-99.8% | $1,945-98.7% |