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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Service code 15 · EIN 75-0939949 | Recordkeeping | $0 |
Annual investment return 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 | $147,037 | $113,568+29.5% | $67,561+117.6% | $199,921-26.5% |
| Participation rate | 99.6% | 73.3%+26.3pp | 72.9%+26.7pp | 72.0%+27.6pp |
| Annual return | 11.92% | 15.88%-4.0pp | 3525.44%-3513.5pp | 34.28%-22.4pp |
| Employer contribution / active EE | $5,547 | $3,409+62.7% | $2,735+102.9% | $3,035+82.8% |
| Participant deferral / active EE | $3,958 | $4,163-4.9% | $4,003-1.1% | $5,089-22.2% |
| Admin fee / account holder | $34 | $102-66.3% | $4,006-99.1% | $269-87.2% |