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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 132214956 | Directed Trustee | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,073 | $100,911-77.1% | $90,440-74.5% | $158,966-85.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.59% | 1726.62%-1713.0pp | 1294.38%-1280.8pp | 302.95%-289.4pp |
| Employer contribution / active EE | $7,634 | $3,690+106.9% | $3,263+134.0% | $4,762+60.3% |
| Participant deferral / active EE | $7,634 | $4,348+75.6% | $3,964+92.6% | $5,983+27.6% |
| Admin fee / account holder | $15 | $6,507-99.8% | $5,615-99.7% | $11,250-99.9% |