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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 | $46,464-64.4% | $150,298-89.0% | $79,634-79.2% |
| Participation rate | 41.3% | 57.0%-15.6pp | 77.8%-36.4pp | 62.5%-21.2pp |
| Annual return | 10.50% | 27.89%-17.4pp | 62.79%-52.3pp | 36.46%-26.0pp |
| Employer contribution / active EE | $506 | $1,512-66.5% | $4,154-87.8% | $2,529-80.0% |
| Participant deferral / active EE | $794 | $2,157-63.2% | $5,453-85.4% | $3,835-79.3% |
| Admin fee / account holder | $36 | $891-96.0% | $14,116-99.7% | $1,002-96.5% |