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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $3,708 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $739 |
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.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,203 | $67,594-74.5% | $77,361-77.8% | $69,733-75.3% |
| Participation rate | 47.2% | 71.7%-24.5pp | 75.0%-27.8pp | 62.5%-15.3pp |
| Annual return | 9.77% | 19.20%-9.4pp | 1011.54%-1001.8pp | 15.22%-5.5pp |
| Employer contribution / active EE | $457 | $2,649-82.8% | $2,990-84.7% | $2,250-79.7% |
| Participant deferral / active EE | $1,060 | $3,401-68.8% | $3,911-72.9% | $3,054-65.3% |
| Admin fee / account holder | $44 | $1,159-96.2% | $5,894-99.3% | $3,102-98.6% |