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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $129,549 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $123 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,231 | $107,415-52.3% | $135,974-62.3% | $80,157-36.1% |
| Participation rate | 99.7% | 78.0%+21.7pp | 81.9%+17.8pp | 72.9%+26.8pp |
| Annual return | 19.59% | 91.99%-72.4pp | 68.30%-48.7pp | 40.39%-20.8pp |
| Employer contribution / active EE | $5,832 | $3,878+50.4% | $4,859+20.0% | $2,977+95.9% |
| Participant deferral / active EE | $4,719 | $8,189-42.4% | $7,760-39.2% | $5,015-5.9% |
| Admin fee / account holder | $77 | $127-39.2% | $10,767-99.3% | $145-46.7% |