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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $385 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,139 | $69,774+191.1% | $67,575+200.6% | $74,459+172.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 13.17% | -40.53%+53.7pp | 3528.98%-3515.8pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $4,915 | $2,710+81.4% | $2,736+79.7% | $2,626+87.2% |
| Participant deferral / active EE | $6,604 | $3,636+81.6% | $4,003+65.0% | $4,350+51.8% |
| Admin fee / account holder | $145 | $890-83.7% | $3,993-96.4% | $1,945-92.5% |