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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $22,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,863 | $104,482-78.1% | $159,455-85.7% | $79,393-71.2% |
| Participation rate | 17.2% | 76.6%-59.4pp | 82.8%-65.6pp | 70.7%-53.5pp |
| Annual return | 18.00% | 67.96%-50.0pp | 263.63%-245.6pp | 116.87%-98.9pp |
| Employer contribution / active EE | $1,462 | $3,416-57.2% | $4,830-69.7% | $2,428-39.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $229 | $711-67.8% | $10,800-97.9% | $627-63.4% |