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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 4340 REDWOOD HIGHWAY SUITE B60 · SAN RAFAEL, CA 94903 | Investment Management | $13,619 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,500 | $48,314-53.4% | $67,561-66.7% | $80,925-72.2% |
| Participation rate | 80.4% | 66.4%+14.0pp | 72.9%+7.5pp | 67.7%+12.8pp |
| Annual return | 14.89% | 18.28%-3.4pp | 3525.44%-3510.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,228 | $2,022+10.2% | $2,735-18.5% | $2,756-19.1% |
| Participant deferral / active EE | $2,828 | $2,927-3.4% | $4,003-29.4% | $4,299-34.2% |
| Admin fee / account holder | $119 | $3,690-96.8% | $4,006-97.0% | $6,940-98.3% |