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| Provider | Service type | Compensation |
|---|---|---|
DOMANI WEALTH LLC1 year Service code 27 381 MANSFIELD AVE STE 500 · PITTSBURGH, PA 15220 | Advisory (Plan) | $22,782 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE Service code 15 · EIN 20-3627707 | Recordkeeping | $3,179 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $2,128 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,969 | $61,473-52.9% | $81,726-64.6% | $73,412-60.5% |
| Participation rate | 57.7% | 72.4%-14.7pp | 72.0%-14.3pp | 72.2%-14.5pp |
| Annual return | 10.60% | 28.26%-17.7pp | 29.49%-18.9pp | 59.30%-48.7pp |
| Employer contribution / active EE | $181 | $1,898-90.5% | $4,311-95.8% | $2,234-91.9% |
| Participant deferral / active EE | $1,138 | $3,080-63.0% | $7,108-84.0% | $3,806-70.1% |
| Admin fee / account holder | $188 | $125+49.5% | $5,160-96.4% | $158+18.8% |