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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE LIFE INS COMPANY Service code 25 · EIN 13-5570651 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $26,215 |
Filed as: RELIASTAR LIFE INS COMPANY Service code 64 · EIN 41-0451140 PO BOX 5050 · MINOT, ME 58702 | Recordkeeping Fees | $1,893 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,935 | $44,206-70.7% | $94,057-86.2% | $64,728-80.0% |
| Participation rate | 84.3% | 51.0%+33.3pp | 73.3%+11.0pp | 57.9%+26.4pp |
| Annual return | 4.76% | 259.42%-254.7pp | 480.62%-475.9pp | 49.38%-44.6pp |
| Employer contribution / active EE | $463 | $1,635-71.7% | $2,933-84.2% | $2,243-79.3% |
| Participant deferral / active EE | $644 | $1,902-66.2% | $4,709-86.3% | $2,729-76.4% |
| Admin fee / account holder | $98 | $1,230-92.0% | $7,244-98.6% | $1,145-91.4% |