Filed December 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,668 |
EQUITABLE ADVISORS LLC5 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $8,601 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,948 | $79,223-44.5% | $102,460-57.1% | $74,478-41.0% |
| Participation rate | 90.4% | 74.8%+15.7pp | 76.5%+13.9pp | 67.2%+23.2pp |
| Annual return | 11.85% | 54.98%-43.1pp | 29.47%-17.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $583 | $2,363-75.3% | $3,025-80.7% | $2,626-77.8% |
| Participant deferral / active EE | $6,501 | $4,417+47.2% | $5,056+28.6% | $4,350+49.4% |
| Admin fee / account holder | $238 | $2,003-88.1% | $9,460-97.5% | $1,946-87.8% |