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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years 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 RESOURCES7+ years Filed as: GUIDESTONE FINANCIAL SERVICES Service code 15 · EIN 75-0939949 2401 CEDAR SPRINGS ROAD · DALLAS, TX 75201 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,610 | $120,057+20.5% | $75,728+91.0% | $93,010+55.5% |
| Participation rate | 95.3% | 77.3%+18.0pp | 74.8%+20.4pp | 73.9%+21.4pp |
| Annual return | 12.91% | 19.62%-6.7pp | 104.66%-91.7pp | 158.70%-145.8pp |
| Employer contribution / active EE | $4,948 | $3,253+52.1% | $2,743+80.4% | $2,705+82.9% |
| Participant deferral / active EE | $3,457 | $4,089-15.5% | $3,820-9.5% | $4,561-24.2% |
| Admin fee / account holder | $88 | $81+8.1% | $3,620-97.6% | $152-42.0% |