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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,450 | $92,766-79.0% | $82,763-76.5% | $134,545-85.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.84% | 946.97%-972.8pp | 702.45%-728.3pp | 418.37%-444.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,777 | $5,978+13.4% | $5,325+27.3% | $11,431-40.7% |