Filed November 7, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $102,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,568 | $82,202+34.5% | $125,339-11.8% | $64,808+70.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -14.80% | 3.48%-18.3pp | 572.05%-586.9pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,605 | $3,615-0.3% | $4,814-25.1% | $2,506+43.9% |
| Participant deferral / active EE | $11,029 | $7,175+53.7% | $7,446+48.1% | $4,310+155.9% |
| Admin fee / account holder | $230 | $163+40.7% | $10,010-97.7% | $188+22.3% |