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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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,909-61.4% | $152,093-89.1% | $71,012-76.7% |
| Participation rate | 41.3% | 54.7%-13.3pp | 77.8%-36.4pp | 58.6%-17.2pp |
| Annual return | 10.50% | 30.57%-20.1pp | 66.36%-55.9pp | 37.67%-27.2pp |
| Employer contribution / active EE | $506 | $1,369-63.0% | $4,175-87.9% | $2,348-78.4% |
| Participant deferral / active EE | $794 | $1,904-58.3% | $5,451-85.4% | $3,246-75.5% |
| Admin fee / account holder | $36 | $1,014-96.5% | $14,497-99.8% | $1,167-97.0% |