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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE Service code 15 · EIN 13-5570651 | Recordkeeping | $13,312 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,734 | $35,986-59.1% | $77,513-81.0% | $73,493-80.0% |
| Participation rate | 19.0% | 40.8%-21.9pp | 54.2%-35.2pp | 70.7%-51.7pp |
| Annual return | 8.84% | 19.26%-10.4pp | 54.81%-46.0pp | 28.51%-19.7pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $243 | $1,198-79.7% | $1,861-86.9% | $3,740-93.5% |
| Admin fee / account holder | $128 | $466-72.5% | $2,859-95.5% | $513-75.1% |