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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $6,278 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,579 | $65,453-64.0% | $86,691-72.8% | $66,930-64.8% |
| Participation rate | 67.8% | 75.5%-7.7pp | 76.6%-8.8pp | 69.8%-2.0pp |
| Annual return | -2.87% | -10.89%+8.0pp | 35.94%-38.8pp | 1.57%-4.4pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,744 | $4,102-57.5% | $4,656-62.5% | $4,238-58.8% |
| Admin fee / account holder | $59 | $642-90.9% | $7,492-99.2% | $593-90.1% |