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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 | $36,002-54.0% | $161,489-89.7% | $64,728-74.4% |
| Participation rate | 41.3% | 57.4%-16.1pp | 78.7%-37.4pp | 57.9%-16.6pp |
| Annual return | 10.50% | 33.93%-23.4pp | 89.72%-79.2pp | 49.38%-38.9pp |
| Employer contribution / active EE | $506 | $1,380-63.3% | $4,268-88.1% | $2,243-77.4% |
| Participant deferral / active EE | $794 | $1,815-56.3% | $5,630-85.9% | $2,729-70.9% |
| Admin fee / account holder | $36 | $931-96.2% | $16,006-99.8% | $1,145-96.9% |