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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $139,672 |
Filed as: TEAL, BECKER AND CHIARAMONTE PC Service code 10 · EIN 14-1624930 | Accounting | $10,500 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,736 | $93,010-19.6% | $96,538-22.6% | $74,473+0.4% |
| Participation rate | 73.0% | 71.6%+1.5pp | 74.3%-1.3pp | 70.7%+2.3pp |
| Annual return | 19.09% | 37.50%-18.4pp | 35.74%-16.6pp | 34.36%-15.3pp |
| Employer contribution / active EE | $5,273 | $3,427+53.8% | $3,740+41.0% | $2,638+99.8% |
| Participant deferral / active EE | $5,779 | $3,971+45.5% | $4,880+18.4% | $4,530+27.6% |
| Admin fee / account holder | $326 | $633-48.6% | $6,737-95.2% | $347-6.1% |