Filed September 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $20,404 |
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,332 | $79,428-31.6% | $106,548-49.0% | $79,386-31.6% |
| Participation rate | 98.5% | 74.1%+24.4pp | 76.1%+22.4pp | 70.7%+27.8pp |
| Annual return | 18.40% | 18.27%+0.1pp | 26.80%-8.4pp | 116.85%-98.5pp |
| Employer contribution / active EE | $14,664 | $2,234+556.4% | $2,819+420.2% | $2,427+504.1% |
| Participant deferral / active EE | $18,543 | $3,823+385.1% | $4,398+321.6% | $4,046+358.3% |
| Admin fee / account holder | $111 | $523-78.8% | $7,407-98.5% | $626-82.3% |