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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $41,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,649 | $61,338-35.4% | $149,717-73.5% | $71,495-44.5% |
| Participation rate | 91.9% | 62.5%+29.3pp | 78.8%+13.1pp | 67.9%+23.9pp |
| Annual return | 12.97% | 35.86%-22.9pp | 134.41%-121.4pp | 28.85%-15.9pp |
| Employer contribution / active EE | $754 | $2,381-68.4% | $4,820-84.4% | $2,589-70.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $260 | $1,263-79.4% | $13,213-98.0% | $1,588-83.6% |