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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $71,847 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $194 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,934 | $100,801-61.4% | $149,745-74.0% | $73,412-47.0% |
| Participation rate | 99.9% | 77.7%+22.2pp | 82.5%+17.4pp | 72.2%+27.7pp |
| Annual return | 17.85% | 265.34%-247.5pp | 276.72%-258.9pp | 59.30%-41.4pp |
| Employer contribution / active EE | $3,843 | $3,312+16.0% | $4,646-17.3% | $2,234+72.0% |
| Participant deferral / active EE | $2,998 | $6,404-53.2% | $6,843-56.2% | $3,806-21.2% |
| Admin fee / account holder | $49 | $181-72.9% | $9,312-99.5% | $158-69.0% |