Filed November 7, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $117,113 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,271 |
Service code 10 · EIN 83-0414789 | Accounting | $8,490 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,374 | $106,247+39.7% | $147,096+0.9% | $77,714+90.9% |
| Participation rate | 94.6% | 78.4%+16.2pp | 82.2%+12.4pp | 70.6%+24.0pp |
| Annual return | 15.75% | 56.87%-41.1pp | 419.75%-404.0pp | 31.26%-15.5pp |
| Employer contribution / active EE | $3,968 | $4,069-2.5% | $4,936-19.6% | $2,727+45.5% |
| Participant deferral / active EE | $11,812 | $7,996+47.7% | $8,071+46.4% | $4,649+154.1% |
| Admin fee / account holder | $319 | $338-5.8% | $13,005-97.5% | $433-26.5% |