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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC6 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $35,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,212 |
Filed as: COMMERCE S Service code 26 · EIN 26-0180443 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,124 | $131,799-43.8% | $200,582-63.0% | $85,563-13.4% |
| Participation rate | 64.0% | 87.9%-23.9pp | 86.9%-22.9pp | 66.0%-2.0pp |
| Annual return | 20.48% | 21.59%-1.1pp | 42.33%-21.9pp | 31.51%-11.0pp |
| Employer contribution / active EE | $4,784 | $4,532+5.6% | $6,419-25.5% | $2,654+80.3% |
| Participant deferral / active EE | $3,347 | $7,702-56.6% | $9,331-64.1% | $4,375-23.5% |
| Admin fee / account holder | $263 | $235+12.0% | $16,305-98.4% | $834-68.4% |