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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $2,681 |
Filed as: FIDELITY INVESTMENT INST OP CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $282 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,897 | $51,223-47.5% | $82,763-67.5% | $66,949-59.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -12.67% | -9.85%-2.8pp | 702.45%-715.1pp | 1.57%-14.2pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $20 | $415-95.2% | $5,325-99.6% | $594-96.6% |