Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4+ years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $33,031 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,599 | $79,184-68.9% | $102,438-76.0% | $74,546-67.0% |
| Participation rate | 82.2% | 74.8%+7.4pp | 76.5%+5.7pp | 67.2%+15.0pp |
| Annual return | 9.10% | 54.95%-45.9pp | 29.37%-20.3pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,825 | $4,414-36.0% | $5,054-44.1% | $4,347-35.0% |
| Admin fee / account holder | $137 | $2,001-93.2% | $9,448-98.5% | $1,944-92.9% |