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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 55 · EIN 13-4078005 | Other Commissions | $55,361 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA INC Service code 55 · EIN 35-1151034 | Other Commissions | $4,457 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,722 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,602 | $88,360+102.1% | $145,433+22.8% | $67,986+162.7% |
| Participation rate | 98.6% | 65.5%+33.1pp | 82.1%+16.5pp | 57.2%+41.4pp |
| Annual return | 18.47% | 63.15%-44.7pp | 66.58%-48.1pp | 31.67%-13.2pp |
| Employer contribution / active EE | $6,657 | $3,054+118.0% | $4,554+46.2% | $2,019+229.8% |
| Participant deferral / active EE | $16,974 | $5,932+186.1% | $7,897+114.9% | $3,358+405.5% |
| Admin fee / account holder | $73 | $3,313-97.8% | $13,129-99.4% | $3,203-97.7% |