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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $30 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,227 | $88,778-10.8% | $81,844-3.2% | $145,884-45.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.99% | 1033.03%-1013.0pp | 778.87%-758.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $14,985 | $3,087+385.4% | $2,916+413.8% | $4,662+221.4% |
| Participant deferral / active EE | $21,110 | $4,648+354.1% | $4,323+388.3% | $6,690+215.6% |
| Admin fee / account holder | $11,348 | $8,430+34.6% | $7,355+54.3% | $13,392-15.3% |