Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $16,497 |
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.
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 | $33,372 | $104,497-68.1% | $159,487-79.1% | $79,389-58.0% |
| Participation rate | 44.2% | 76.6%-32.5pp | 82.8%-38.7pp | 70.7%-26.6pp |
| Annual return | 17.61% | 67.98%-50.4pp | 263.71%-246.1pp | 116.89%-99.3pp |
| Employer contribution / active EE | $1,410 | $3,418-58.7% | $4,831-70.8% | $2,428-41.9% |
| Participant deferral / active EE | $2,985 | $6,468-53.8% | $7,354-59.4% | $4,046-26.2% |
| Admin fee / account holder | $214 | $711-69.9% | $10,804-98.0% | $626-65.8% |