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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2+ years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $27,495 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,159 | $65,453-61.6% | $86,691-71.0% | $66,930-62.4% |
| Participation rate | 82.4% | 75.5%+6.9pp | 76.6%+5.8pp | 69.8%+12.6pp |
| Annual return | -12.72% | -10.89%-1.8pp | 35.94%-48.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $193 | $2,154-91.0% | $2,837-93.2% | $2,545-92.4% |
| Participant deferral / active EE | $2,789 | $4,102-32.0% | $4,656-40.1% | $4,238-34.2% |
| Admin fee / account holder | $132 | $642-79.4% | $7,492-98.2% | $593-77.7% |