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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 | $122,128-49.1% | $147,117-57.8% | $200,096-69.0% |
| Participation rate | 99.9% | 78.2%+21.7pp | 82.2%+17.7pp | 72.0%+27.9pp |
| Annual return | 16.60% | 30.58%-14.0pp | 420.54%-403.9pp | 34.26%-17.7pp |
| Employer contribution / active EE | $6,498 | $4,093+58.8% | $4,932+31.7% | $3,038+113.9% |
| Participant deferral / active EE | $5,169 | $8,484-39.1% | $8,065-35.9% | $5,090+1.5% |
| Admin fee / account holder | $95 | $180-47.2% | $12,993-99.3% | $269-64.8% |