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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $165,677 |
EQUITABLE ADVISORS LLC6 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 | $77,774 | $161,888-52.0% | $147,318-47.2% | $100,573-22.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 82.1%+17.9pp | 70.9%+29.1pp |
| Annual return | 18.19% | 22.84%-4.6pp | 70.43%-52.2pp | 18.89%-0.7pp |
| Employer contribution / active EE | $7,075 | $5,949+18.9% | $4,593+54.0% | $3,763+88.0% |
| Participant deferral / active EE | $5,700 | $9,384-39.3% | $7,906-27.9% | $4,921+15.8% |
| Admin fee / account holder | $97 | $198-51.2% | $13,708-99.3% | $454-78.7% |