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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 100 MADISON STREET, 6TH FLOOR · SYRACUSE, NY 13202 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,086 | $91,474+6.1% | $135,982-28.6% | $71,529+35.7% |
| Participation rate | 87.6% | 75.7%+11.9pp | 81.9%+5.7pp | 67.9%+19.7pp |
| Annual return | 17.28% | 29.89%-12.6pp | 68.32%-51.0pp | 28.97%-11.7pp |
| Employer contribution / active EE | $1,825 | $3,705-50.8% | $4,859-62.4% | $2,590-29.5% |
| Participant deferral / active EE | $8,155 | $7,095+14.9% | $7,760+5.1% | $4,291+90.0% |
| Admin fee / account holder | $284 | $1,267-77.6% | $10,767-97.4% | $1,588-82.1% |