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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $190,225 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $164 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,567 | $82,163-48.2% | $125,381-66.0% | $64,819-34.3% |
| Participation rate | 99.9% | 77.9%+22.0pp | 82.4%+17.5pp | 71.5%+28.4pp |
| Annual return | -15.98% | 3.49%-19.5pp | 572.31%-588.3pp | 32.84%-48.8pp |
| Employer contribution / active EE | $5,424 | $3,616+50.0% | $4,815+12.6% | $2,507+116.4% |
| Participant deferral / active EE | $4,573 | $7,175-36.3% | $7,448-38.6% | $4,311+6.1% |
| Admin fee / account holder | $122 | $163-25.3% | $10,007-98.8% | $188-35.1% |