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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $38,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,218-100.0% | $115,768-100.0% | $79,634-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 74.4%-74.4pp | 62.5%-62.5pp |
| Annual return | -85.35% | 15.41%-100.8pp | 100.46%-185.8pp | 36.46%-121.8pp |
| Employer contribution / active EE | $1,433 | $3,627-60.5% | $2,940-51.2% | $2,529-43.3% |
| Participant deferral / active EE | $2,699 | $5,091-47.0% | $4,917-45.1% | $3,835-29.6% |
| Admin fee / account holder | $0 | $576-100.0% | $12,439-100.0% | $1,002-100.0% |