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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Service code 99 · EIN 13-4071393 | Other Fees | $7,600 |
Service code 49 | Other Services | $3,820 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,883 | $45,000-53.6% | $143,797-85.5% | $77,906-73.2% |
| Participation rate | 24.0% | 66.8%-42.8pp | 80.3%-56.3pp | 73.7%-49.7pp |
| Annual return | -14.58% | 29.03%-43.6pp | -0.04%-14.5pp | 12.16%-26.7pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $976 | $3,157-69.1% | $5,638-82.7% | $4,805-79.7% |
| Admin fee / account holder | $167 | $98+70.1% | $14,679-98.9% | $133+26.3% |