Filed November 7, 2023 (most recent of 2 filings on file)
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,374 | $106,028+39.9% | $146,958+1.0% | $77,643+91.1% |
| Participation rate | 94.6% | 78.4%+16.2pp | 82.2%+12.5pp | 70.6%+24.0pp |
| Annual return | 15.75% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,968 | $4,063-2.3% | $4,933-19.6% | $2,726+45.6% |
| Participant deferral / active EE | $11,812 | $7,990+47.8% | $8,070+46.4% | $4,647+154.2% |
| Admin fee / account holder | $319 | $337-5.6% | $12,998-97.5% | $430-26.0% |