Filed October 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $10,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,795 | $52,293-29.6% | $178,503-79.4% | $73,412-49.9% |
| Participation rate | 63.3% | 65.3%-2.1pp | 81.9%-18.6pp | 72.2%-8.9pp |
| Annual return | 9.42% | 34.75%-25.3pp | 151.12%-141.7pp | 59.30%-49.9pp |
| Employer contribution / active EE | $2,049 | $1,736+18.0% | $5,011-59.1% | $2,234-8.3% |
| Participant deferral / active EE | $2,369 | $2,333+1.5% | $5,202-54.5% | $3,806-37.8% |
| Admin fee / account holder | $45 | $127-64.8% | $13,987-99.7% | $158-71.6% |