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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4078005 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Participants) | $30,876 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,142 | $73,638-7.5% | $108,410-37.1% | $79,386-14.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 31.19% | 33.27%-2.1pp | 905.27%-874.1pp | 116.85%-85.7pp |
| Employer contribution / active EE | $3,147 | $2,397+31.3% | $3,558-11.5% | $2,427+29.7% |
| Participant deferral / active EE | $8,124 | $6,218+30.7% | $6,563+23.8% | $4,046+100.8% |
| Admin fee / account holder | $364 | $638-42.9% | $7,295-95.0% | $626-41.8% |