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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST OP CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $258 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $3 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,241 | $57,330-52.5% | $86,656-68.6% | $75,177-63.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.22% | 2675.40%-2664.2pp | 593.09%-581.9pp | 160.75%-149.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20 | $4,115-99.5% | $5,619-99.6% | $5,651-99.6% |