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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,050 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,732 | $61,166-67.7% | $185,849-89.4% | $79,391-75.1% |
| Participation rate | 96.0% | 66.6%+29.4pp | 81.7%+14.3pp | 70.7%+25.3pp |
| Annual return | 18.70% | 19.45%-0.7pp | 122.10%-103.4pp | 116.88%-98.2pp |
| Employer contribution / active EE | $1,493 | $2,321-35.7% | $5,169-71.1% | $2,428-38.5% |
| Participant deferral / active EE | $2,032 | $2,789-27.1% | $5,569-63.5% | $4,046-49.8% |
| Admin fee / account holder | $7 | $710-99.1% | $16,244-100.0% | $627-98.9% |