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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 27 100 MADISON STREET, 6TH FLOOR · SYRACUSE, NY 13202 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,207 | $84,499+0.8% | $125,391-32.0% | $66,949+27.3% |
| Participation rate | 86.2% | 76.4%+9.7pp | 82.4%+3.8pp | 69.8%+16.3pp |
| Annual return | -18.49% | -8.49%-10.0pp | 572.41%-590.9pp | 1.57%-20.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,174 | $6,785+5.7% | $7,448-3.7% | $4,239+69.2% |
| Admin fee / account holder | $337 | $685-50.8% | $10,009-96.6% | $594-43.2% |