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 | $31,645 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $35,382 | $56,540-37.4% | $185,849-81.0% | $86,821-59.2% |
| Participation rate | 69.9% | 65.5%+4.4pp | 81.7%-11.8pp | 72.3%-2.4pp |
| Annual return | 11.58% | 118.20%-106.6pp | 122.10%-110.5pp | 97.94%-86.4pp |
| Employer contribution / active EE | $2,043 | $1,844+10.8% | $5,169-60.5% | $2,406-15.1% |
| Participant deferral / active EE | $2,634 | $2,555+3.1% | $5,569-52.7% | $4,132-36.3% |
| Admin fee / account holder | $70 | $150-53.3% | $16,244-99.6% | $170-58.8% |