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| Provider | Service type | Compensation |
|---|---|---|
GUIDESTONE FINANCIAL RESOURCES9+ years Filed as: GUIDESTONE FINANCIAL SERVICES Service code 15 · EIN 75-0939949 | Recordkeeping | $13,950 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,836 | $105,179+31.0% | $64,110+115.0% | $80,187+71.9% |
| Participation rate | 97.5% | 73.5%+23.9pp | 72.3%+25.1pp | 72.9%+24.5pp |
| Annual return | 15.09% | 20.34%-5.2pp | 33.75%-18.7pp | 40.40%-25.3pp |
| Employer contribution / active EE | $5,200 | $3,311+57.1% | $2,751+89.0% | $2,980+74.5% |
| Participant deferral / active EE | $3,685 | $4,020-8.3% | $3,883-5.1% | $5,016-26.5% |
| Admin fee / account holder | $32 | $113-71.6% | $3,071-99.0% | $145-77.8% |