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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $165,677 |
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $93 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,774 | $150,541-48.3% | $145,433-46.5% | $103,975-25.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 82.1%+17.9pp | 72.5%+27.5pp |
| Annual return | 18.19% | 20.73%-2.5pp | 66.58%-48.4pp | 19.41%-1.2pp |
| Employer contribution / active EE | $7,075 | $5,177+36.7% | $4,554+55.3% | $3,722+90.1% |
| Participant deferral / active EE | $5,700 | $9,456-39.7% | $7,897-27.8% | $5,343+6.7% |
| Admin fee / account holder | $97 | $165-41.4% | $13,129-99.3% | $332-70.9% |