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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 20-3627707 | Recordkeeping | $66,944 |
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 | $21,855 | $29,554-26.1% | $56,054-61.0% | $77,692-71.9% |
| Participation rate | 86.3% | 32.6%+53.7pp | 52.5%+33.9pp | 70.6%+15.8pp |
| Annual return | 12.95% | 18.89%-5.9pp | 1705.95%-1693.0pp | 31.25%-18.3pp |
| Employer contribution / active EE | $838 | $568+47.5% | $1,039-19.4% | $2,726-69.3% |
| Participant deferral / active EE | $2,240 | $1,061+111.3% | $1,952+14.8% | $4,648-51.8% |
| Admin fee / account holder | $232 | $1,046-77.8% | $2,822-91.8% | $431-46.0% |