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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $815 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,779 | $61,166-75.8% | $185,837-92.0% | $79,393-81.4% |
| Participation rate | 35.7% | 66.6%-30.9pp | 81.7%-46.0pp | 70.7%-35.0pp |
| Annual return | 26.37% | 19.45%+6.9pp | 122.08%-95.7pp | 116.87%-90.5pp |
| Employer contribution / active EE | $537 | $2,321-76.9% | $5,168-89.6% | $2,428-77.9% |
| Participant deferral / active EE | $622 | $2,789-77.7% | $5,568-88.8% | $4,046-84.6% |
| Admin fee / account holder | $17 | $710-97.6% | $16,241-99.9% | $627-97.3% |