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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $40,584 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,140 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA RETIREMENT SERVICES - SC Service code 15 · EIN 27-4470015 | Recordkeeping | $11,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $32,414 | $44,764-27.6% | $68,808-52.9% | $64,819-50.0% |
| Participation rate | 47.2% | 64.8%-17.5pp | 69.0%-21.8pp | 71.5%-24.2pp |
| Annual return | -18.76% | -10.91%-7.9pp | -6.37%-12.4pp | 32.84%-51.6pp |
| Employer contribution / active EE | $2,349 | $1,775+32.3% | $2,656-11.6% | $2,507-6.3% |
| Participant deferral / active EE | $2,327 | $3,238-28.1% | $3,942-41.0% | $4,311-46.0% |
| Admin fee / account holder | $182 | $151+20.4% | $4,936-96.3% | $188-3.0% |