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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,434 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $7 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,332 | $58,895-67.2% | $178,503-89.2% | $73,497-73.7% |
| Participation rate | 94.5% | 66.2%+28.3pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 12.55% | 24.86%-12.3pp | 151.12%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,529 | $2,236-31.6% | $5,011-69.5% | $2,270-32.7% |
| Participant deferral / active EE | $1,983 | $2,567-22.7% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $6 | $400-98.6% | $13,987-100.0% | $513-98.9% |