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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 55 · EIN 13-4078005 | Other Commissions | $27,861 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,341 | $64,176+12.7% | $112,263-35.6% | $66,949+8.1% |
| Participation rate | 95.7% | 68.4%+27.3pp | 75.1%+20.7pp | 69.8%+25.9pp |
| Annual return | -17.43% | -13.80%-3.6pp | 27.49%-44.9pp | 1.57%-19.0pp |
| Employer contribution / active EE | $3,449 | $3,007+14.7% | $3,636-5.1% | $2,545+35.5% |
| Participant deferral / active EE | $5,074 | $3,694+37.4% | $4,729+7.3% | $4,239+19.7% |
| Admin fee / account holder | $13 | $626-98.0% | $6,410-99.8% | $594-97.9% |