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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $33,769 |
EQUITABLE ADVISORS LLC4 years Service code 99 · EIN 13-4071393 | Other Fees | $26,601 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,632 | $101,539-52.1% | $147,041-66.9% | $74,400-34.6% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.2%-0.4pp | 67.2%+14.6pp |
| Annual return | 25.12% | 8740.84%-8715.7pp | 419.21%-394.1pp | 1367.51%-1342.4pp |
| Employer contribution / active EE | $1,613 | $3,811-57.7% | $4,935-67.3% | $2,624-38.5% |
| Participant deferral / active EE | $10,330 | $7,304+41.4% | $8,071+28.0% | $4,348+137.6% |
| Admin fee / account holder | $206 | $1,749-88.2% | $13,006-98.4% | $1,944-89.4% |