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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE Service code 15 · EIN 20-3627707 | Recordkeeping | $18,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,103 | $29,507-42.0% | $56,025-69.5% | $77,762-78.0% |
| Participation rate | 19.5% | 32.7%-13.2pp | 52.5%-33.0pp | 70.6%-51.1pp |
| Annual return | 10.34% | 18.90%-8.6pp | 1712.69%-1702.3pp | 31.27%-20.9pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $574 | $1,062-45.9% | $1,955-70.6% | $4,651-87.6% |
| Admin fee / account holder | $152 | $1,041-85.4% | $2,828-94.6% | $433-64.8% |