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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Service code 99 · EIN 13-4071393 | Other Fees | $23,121 |
Service code 49 | Other Services | $4,387 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,285 | $53,204-48.7% | $155,556-82.5% | $200,096-86.4% |
| Participation rate | 18.8% | 64.1%-45.3pp | 78.2%-59.4pp | 72.0%-53.2pp |
| Annual return | 10.15% | 41.02%-30.9pp | 64.84%-54.7pp | 34.26%-24.1pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $861 | $3,163-72.8% | $5,631-84.7% | $5,090-83.1% |
| Admin fee / account holder | $266 | $186+43.1% | $15,885-98.3% | $269-1.3% |