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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $51,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,232 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,539 | $89,093-42.2% | $102,434-49.7% | $77,736-33.7% |
| Participation rate | 93.9% | 80.9%+12.9pp | 76.5%+17.4pp | 70.6%+23.3pp |
| Annual return | 17.36% | 25.03%-7.7pp | 29.46%-12.1pp | 31.26%-13.9pp |
| Employer contribution / active EE | $860 | $2,699-68.2% | $3,023-71.6% | $2,728-68.5% |
| Participant deferral / active EE | $4,521 | $5,147-12.2% | $5,055-10.6% | $4,651-2.8% |
| Admin fee / account holder | $70 | $236-70.2% | $9,462-99.3% | $433-83.8% |