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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 20-3627707 | Recordkeeping | $4,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,806 | $51,226-45.7% | $82,744-66.4% | $66,938-58.5% |
| Participation rate | 22.1% | 67.9%-45.8pp | 72.6%-50.5pp | 69.8%-47.7pp |
| Annual return | -14.24% | -9.61%-4.6pp | 702.22%-716.5pp | 1.58%-15.8pp |
| Employer contribution / active EE | $545 | $2,612-79.1% | $3,008-81.9% | $2,545-78.6% |
| Participant deferral / active EE | $802 | $3,460-76.8% | $4,395-81.7% | $4,238-81.1% |
| Admin fee / account holder | $62 | $416-85.1% | $5,325-98.8% | $594-89.5% |