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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6+ years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $17,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,742 | $65,960-65.5% | $81,844-72.2% | $77,736-70.7% |
| Participation rate | 48.7% | 65.8%-17.1pp | 72.4%-23.7pp | 70.6%-21.9pp |
| Annual return | 11.88% | 26.64%-14.8pp | 778.87%-767.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $1,217 | $2,375-48.8% | $2,916-58.3% | $2,728-55.4% |
| Participant deferral / active EE | $1,697 | $3,505-51.6% | $4,323-60.7% | $4,651-63.5% |
| Admin fee / account holder | $89 | $526-83.0% | $7,355-98.8% | $433-79.4% |