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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Service code 55 · EIN 13-4078005 | Other Commissions | $30,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,563 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,201 | $80,763+6.7% | $102,412-15.8% | $74,459+15.8% |
| Participation rate | 96.2% | 65.7%+30.5pp | 74.5%+21.7pp | 67.2%+28.9pp |
| Annual return | 14.91% | 27.57%-12.7pp | 24.94%-10.0pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $6,182 | $3,160+95.6% | $3,870+59.7% | $2,626+135.4% |
| Participant deferral / active EE | $6,143 | $3,862+59.1% | $5,060+21.4% | $4,350+41.2% |
| Admin fee / account holder | $9 | $2,371-99.6% | $8,388-99.9% | $1,945-99.5% |