Filed January 28, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $84,482-74.7% | $125,363-83.0% | $66,930-68.1% |
| Participation rate | 35.7% | 76.4%-40.7pp | 82.4%-46.7pp | 69.8%-34.1pp |
| Annual return | -13.93% | -8.49%-5.4pp | 572.15%-586.1pp | 1.57%-15.5pp |
| Employer contribution / active EE | $1,008 | $3,553-71.6% | $4,815-79.1% | $2,545-60.4% |
| Participant deferral / active EE | $1,368 | $6,782-79.8% | $7,447-81.6% | $4,238-67.7% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |