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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE Service code 15 · EIN 20-3627707 | Recordkeeping | $61,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $9,332 | $80,781-88.4% | $102,437-90.9% | $74,478-87.5% |
| Participation rate | 68.3% | 65.7%+2.7pp | 74.5%-6.2pp | 67.2%+1.1pp |
| Annual return | 11.29% | 27.58%-16.3pp | 24.95%-13.7pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $734 | $3,160-76.8% | $3,871-81.0% | $2,626-72.0% |
| Participant deferral / active EE | $2,114 | $3,862-45.3% | $5,060-58.2% | $4,350-51.4% |
| Admin fee / account holder | $147 | $2,372-93.8% | $8,388-98.2% | $1,946-92.4% |