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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $4,094 |
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 | $15,215 | $69,774-78.2% | $67,575-77.5% | $74,459-79.6% |
| Participation rate | 71.6% | 71.4%+0.2pp | 72.9%-1.3pp | 67.2%+4.4pp |
| Annual return | 16.34% | -40.53%+56.9pp | 3528.98%-3512.6pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $784 | $2,710-71.1% | $2,736-71.3% | $2,626-70.1% |
| Participant deferral / active EE | $1,792 | $3,636-50.7% | $4,003-55.2% | $4,350-58.8% |
| Admin fee / account holder | $32 | $890-96.3% | $3,993-99.2% | $1,945-98.3% |