Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $82,979+3.7% | $102,412-16.0% | $77,736+10.7% |
| Participation rate | 72.9% | 71.5%+1.4pp | 74.5%-1.6pp | 70.6%+2.3pp |
| Annual return | 14.82% | 19.11%-4.3pp | 24.94%-10.1pp | 31.26%-16.4pp |
| Employer contribution / active EE | $7,798 | $3,554+119.4% | $3,870+101.5% | $2,728+185.9% |
| Participant deferral / active EE | $8,929 | $4,109+117.3% | $5,060+76.5% | $4,651+92.0% |
| Admin fee / account holder | $400 | $639-37.4% | $8,388-95.2% | $433-7.8% |