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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,935 | $44,398-70.9% | $103,693-87.5% | $65,191-80.2% |
| Participation rate | 84.3% | 54.3%+30.0pp | 72.6%+11.7pp | 63.0%+21.3pp |
| Annual return | 4.76% | 325.62%-320.9pp | 47.61%-42.8pp | 51.24%-46.5pp |
| Employer contribution / active EE | $463 | $1,702-72.8% | $2,920-84.1% | $2,400-80.7% |
| Participant deferral / active EE | $644 | $1,797-64.2% | $4,579-85.9% | $2,671-75.9% |
| Admin fee / account holder | $98 | $856-88.5% | $7,858-98.8% | $907-89.2% |