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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 37 · EIN 13-5570651 | Loan Processing | $81 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,729 | $46,332-68.2% | $143,797-89.8% | $64,824-77.3% |
| Participation rate | 19.6% | 64.2%-44.6pp | 80.3%-60.7pp | 71.5%-51.8pp |
| Annual return | -7.32% | -10.05%+2.7pp | -0.04%-7.3pp | 32.84%-40.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $210 | $2,647-92.1% | $5,638-96.3% | $4,311-95.1% |
| Admin fee / account holder | $25 | $154-83.9% | $14,679-99.8% | $188-86.8% |