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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 P. O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
GUIDESTONE FINANCIAL RESOURCES6+ years Filed as: GUIDESTONE FINANCIAL SERVICES Service code 15 · EIN 75-0939949 2401 CEDAR SPRINGS ROAD · DALLAS, TX 75201 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,038 | $105,581+27.9% | $70,492+91.6% | $90,274+49.6% |
| Participation rate | 97.9% | 77.5%+20.4pp | 75.1%+22.9pp | 73.4%+24.6pp |
| Annual return | 13.16% | 14.78%-1.6pp | 109.16%-96.0pp | 53.97%-40.8pp |
| Employer contribution / active EE | $4,703 | $3,304+42.3% | $2,738+71.7% | $2,523+86.4% |
| Participant deferral / active EE | $3,147 | $3,813-17.5% | $3,711-15.2% | $4,231-25.6% |
| Admin fee / account holder | $79 | $68+17.6% | $3,848-97.9% | $114-30.4% |