Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,283 | $65,582-84.3% | $64,097-84.0% | $71,529-85.6% |
| Participation rate | 76.5% | 73.2%+3.3pp | 72.3%+4.2pp | 67.9%+8.5pp |
| Annual return | 17.42% | 18.96%-1.5pp | 33.75%-16.3pp | 28.97%-11.5pp |
| Employer contribution / active EE | $785 | $2,671-70.6% | $2,750-71.5% | $2,590-69.7% |
| Participant deferral / active EE | $1,803 | $3,628-50.3% | $3,881-53.5% | $4,291-58.0% |
| Admin fee / account holder | $18 | $616-97.0% | $3,070-99.4% | $1,588-98.8% |