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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 | $101,653-52.2% | $147,080-66.9% | $74,459-34.7% |
| Participation rate | 81.8% | 75.6%+6.3pp | 82.2%-0.4pp | 67.2%+14.6pp |
| Annual return | 25.12% | 8754.98%-8729.9pp | 420.17%-395.1pp | 1369.70%-1344.6pp |
| Employer contribution / active EE | $1,613 | $3,813-57.7% | $4,933-67.3% | $2,626-38.6% |
| Participant deferral / active EE | $10,330 | $7,304+41.4% | $8,066+28.1% | $4,350+137.5% |
| Admin fee / account holder | $206 | $1,752-88.2% | $12,989-98.4% | $1,945-89.4% |