Filed January 28, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 49 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Services | $18,862 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $5,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,334 | $84,493-74.8% | $125,381-83.0% | $66,938-68.1% |
| Participation rate | 35.7% | 76.4%-40.7pp | 82.4%-46.7pp | 69.8%-34.1pp |
| Annual return | -13.93% | -8.49%-5.4pp | 572.31%-586.2pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,008 | $3,554-71.6% | $4,815-79.1% | $2,545-60.4% |
| Participant deferral / active EE | $1,368 | $6,783-79.8% | $7,448-81.6% | $4,238-67.7% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |