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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4078005 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Participants) | $30,000 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,067 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,645 | $82,274+108.6% | $152,473+12.6% | $79,389+116.2% |
| Participation rate | 84.7% | 76.4%+8.3pp | 78.2%+6.5pp | 70.7%+14.0pp |
| Annual return | 13.36% | 7959.84%-7946.5pp | 757.59%-744.2pp | 116.89%-103.5pp |
| Employer contribution / active EE | $5,338 | $3,613+47.8% | $4,326+23.4% | $2,428+119.9% |
| Participant deferral / active EE | $7,743 | $4,969+55.8% | $5,817+33.1% | $4,046+91.4% |
| Admin fee / account holder | $777 | $632+23.0% | $15,811-95.1% | $626+24.1% |