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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE LIFE INSURANCE CO Service code 15 · EIN 13-5570651 | Recordkeeping | $219 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390 | $59,328-99.3% | $118,946-99.7% | $73,493-99.5% |
| Participation rate | 16.5% | 62.3%-45.8pp | 75.4%-58.9pp | 70.7%-54.2pp |
| Annual return | 0.00% | 19.13%-19.1pp | 35.89%-35.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $63 | $2,604-97.6% | $4,266-98.5% | $3,740-98.3% |
| Admin fee / account holder | $8 | $600-98.7% | $6,581-99.9% | $513-98.5% |