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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $10,993 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,642 | $73,149-82.7% | $120,580-89.5% | $77,762-83.7% |
| Participation rate | 24.8% | 55.2%-30.3pp | 72.0%-47.1pp | 70.6%-45.7pp |
| Annual return | 21.51% | 18.24%+3.3pp | 107.48%-86.0pp | 31.27%-9.8pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,469-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,354 | $3,006-54.9% | $4,995-72.9% | $4,651-70.9% |
| Admin fee / account holder | $56 | $660-91.5% | $9,418-99.4% | $433-87.1% |