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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Service code 55 · EIN 13-4078005 | Other Commissions | $26,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,569 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,620 | $76,696+1.2% | $96,538-19.6% | $71,529+8.5% |
| Participation rate | 95.4% | 66.6%+28.9pp | 74.3%+21.1pp | 67.9%+27.5pp |
| Annual return | 18.02% | 48.32%-30.3pp | 35.74%-17.7pp | 28.97%-11.0pp |
| Employer contribution / active EE | $5,787 | $3,032+90.9% | $3,740+54.7% | $2,590+123.5% |
| Participant deferral / active EE | $5,575 | $3,770+47.9% | $4,880+14.2% | $4,291+29.9% |
| Admin fee / account holder | $10 | $2,030-99.5% | $6,737-99.8% | $1,588-99.3% |