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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $11,334 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,826 | $65,083-43.4% | $143,788-74.4% | $66,930-45.0% |
| Participation rate | 94.6% | 65.2%+29.4pp | 80.3%+14.3pp | 69.8%+24.8pp |
| Annual return | -11.31% | -11.13%-0.2pp | -0.03%-11.3pp | 1.57%-12.9pp |
| Employer contribution / active EE | $1,175 | $2,361-50.2% | $4,952-76.3% | $2,545-53.8% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $252 | $502-49.8% | $14,675-98.3% | $593-57.5% |