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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 · EIN 13-4064930 | Advisory (Plan) | $76,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,494 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,304 | $106,264+26.4% | $147,117-8.7% | $77,762+72.7% |
| Participation rate | 93.9% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 49.08% | 56.94%-7.9pp | 420.54%-371.5pp | 31.27%+17.8pp |
| Employer contribution / active EE | $6,256 | $4,074+53.6% | $4,932+26.8% | $2,728+129.3% |
| Participant deferral / active EE | $12,169 | $8,003+52.0% | $8,065+50.9% | $4,651+161.6% |
| Admin fee / account holder | $168 | $334-49.8% | $12,993-98.7% | $433-61.2% |