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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INS. CO Service code 37 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Loan Processing | $116 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,104 | $66,124-62.0% | $90,404-72.2% | $73,488-65.8% |
| Participation rate | 15.2% | 69.7%-54.5pp | 72.7%-57.5pp | 70.7%-55.5pp |
| Annual return | 11.35% | 17.65%-6.3pp | 1293.02%-1281.7pp | 28.51%-17.2pp |
| Employer contribution / active EE | $64 | $2,346-97.3% | $3,262-98.0% | $2,270-97.2% |
| Participant deferral / active EE | $182 | $3,039-94.0% | $3,963-95.4% | $3,740-95.1% |
| Admin fee / account holder | $16 | $396-96.0% | $5,611-99.7% | $513-96.9% |