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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $164,741 |
EQUITABLE ADVISORS LLC5 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 | $62,121 | $122,219-49.2% | $147,096-57.8% | $199,921-68.9% |
| Participation rate | 99.9% | 78.3%+21.6pp | 82.2%+17.7pp | 72.0%+27.9pp |
| Annual return | 16.60% | 30.59%-14.0pp | 419.75%-403.2pp | 34.28%-17.7pp |
| Employer contribution / active EE | $6,498 | $4,096+58.6% | $4,936+31.6% | $3,035+114.1% |
| Participant deferral / active EE | $5,169 | $8,503-39.2% | $8,071-36.0% | $5,089+1.6% |
| Admin fee / account holder | $95 | $179-47.1% | $13,005-99.3% | $269-64.8% |