Filed December 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,779 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $7,183 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,415 | $73,638-57.3% | $95,960-67.3% | $73,493-57.3% |
| Participation rate | 82.8% | 76.2%+6.6pp | 77.1%+5.7pp | 70.7%+12.1pp |
| Annual return | 12.79% | 16.78%-4.0pp | 91.63%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $376 | $1,863-79.8% | $2,541-85.2% | $2,270-83.4% |
| Participant deferral / active EE | $4,459 | $3,617+23.3% | $4,167+7.0% | $3,740+19.2% |
| Admin fee / account holder | $196 | $482-59.3% | $6,797-97.1% | $513-61.8% |