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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE FINANCIAL Service code 25 · EIN 13-5570651 | Directed Trustee | $1,421 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,564 | $38,165-56.6% | $189,758-91.3% | $69,255-76.1% |
| Participation rate | 41.3% | 66.7%-25.4pp | 79.8%-38.5pp | 69.0%-27.7pp |
| Annual return | 10.50% | 14.65%-4.2pp | 52.62%-42.1pp | 26.73%-16.2pp |
| Employer contribution / active EE | $506 | $1,589-68.1% | $4,767-89.4% | $2,645-80.9% |
| Participant deferral / active EE | $794 | $2,073-61.7% | $5,856-86.4% | $2,890-72.5% |
| Admin fee / account holder | $36 | $714-95.0% | $20,388-99.8% | $733-95.1% |