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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $180,782 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $72,843 |
Filed as: TEAL, BECKER AND CHIARAMONTE PC Service code 10 · EIN 14-1624930 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,061 | $83,023+3.7% | $102,437-16.0% | $77,762+10.7% |
| Participation rate | 72.9% | 71.5%+1.4pp | 74.5%-1.6pp | 70.6%+2.3pp |
| Annual return | 14.82% | 19.12%-4.3pp | 24.95%-10.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $7,798 | $3,552+119.5% | $3,871+101.5% | $2,728+185.8% |
| Participant deferral / active EE | $8,929 | $4,110+117.3% | $5,060+76.5% | $4,651+92.0% |
| Admin fee / account holder | $400 | $639-37.5% | $8,388-95.2% | $433-7.7% |