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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Service code 99 · EIN 13-4071393 | Other Fees | $21,920 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $793 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,723 | $59,105+18.0% | $160,009-56.4% | $66,938+4.2% |
| Participation rate | 77.5% | 68.1%+9.4pp | 78.0%-0.5pp | 69.8%+7.7pp |
| Annual return | -17.37% | -12.26%-5.1pp | 408.85%-426.2pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,077 | $1,983+55.2% | $4,225-27.2% | $2,545+20.9% |
| Participant deferral / active EE | $6,580 | $4,395+49.7% | $6,183+6.4% | $4,238+55.3% |
| Admin fee / account holder | $32 | $591-94.6% | $8,715-99.6% | $594-94.6% |