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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 20-3627707 | Recordkeeping | $8,986 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,648 | $69,383-87.5% | $101,264-91.5% | $73,493-88.2% |
| Participation rate | 37.0% | 68.4%-31.4pp | 75.8%-38.8pp | 70.7%-33.7pp |
| Annual return | 25.79% | 18.46%+7.3pp | 46.48%-20.7pp | 28.51%-2.7pp |
| Employer contribution / active EE | $768 | $2,628-70.8% | $3,660-79.0% | $2,270-66.2% |
| Participant deferral / active EE | $1,011 | $3,301-69.4% | $4,370-76.9% | $3,740-73.0% |
| Admin fee / account holder | $80 | $704-88.6% | $5,947-98.7% | $513-84.4% |