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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE Service code 64 · EIN 13-5570651 | Recordkeeping Fees | $28,514 |
Filed as: DANIEL HOLDT Service code 55 215 ROUTE 15 SOUTH · JEFFERSON TOWNSHIP, NJ 07885 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,303 | $70,908-30.5% | $98,907-50.2% | $73,488-32.9% |
| Participation rate | 91.2% | 73.8%+17.4pp | 76.0%+15.2pp | 70.7%+20.5pp |
| Annual return | 10.50% | 34.17%-23.7pp | 196.43%-185.9pp | 28.51%-18.0pp |
| Employer contribution / active EE | $938 | $2,036-53.9% | $2,689-65.1% | $2,270-58.7% |
| Participant deferral / active EE | $2,445 | $3,500-30.1% | $4,244-42.4% | $3,740-34.6% |
| Admin fee / account holder | $195 | $535-63.5% | $6,642-97.1% | $513-61.9% |