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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $39,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,850 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,596 | $79,519-37.6% | $95,956-48.3% | $73,412-32.4% |
| Participation rate | 97.1% | 81.2%+15.9pp | 77.1%+20.0pp | 72.2%+24.9pp |
| Annual return | 14.83% | 19.20%-4.4pp | 91.63%-76.8pp | 59.30%-44.5pp |
| Employer contribution / active EE | $681 | $2,048-66.7% | $2,541-73.2% | $2,234-69.5% |
| Participant deferral / active EE | $3,604 | $4,138-12.9% | $4,167-13.5% | $3,806-5.3% |
| Admin fee / account holder | $100 | $184-45.6% | $6,797-98.5% | $158-36.5% |