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| 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 | $79,223-68.9% | $102,460-76.0% | $74,478-67.0% |
| Participation rate | 82.2% | 74.8%+7.5pp | 76.5%+5.7pp | 67.2%+15.0pp |
| Annual return | 9.10% | 54.98%-45.9pp | 29.47%-20.4pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,825 | $4,417-36.1% | $5,056-44.1% | $4,350-35.1% |
| Admin fee / account holder | $137 | $2,003-93.2% | $9,460-98.6% | $1,946-93.0% |