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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 | $106,247+26.4% | $147,096-8.7% | $77,714+72.8% |
| Participation rate | 93.9% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 49.08% | 56.87%-7.8pp | 419.75%-370.7pp | 31.26%+17.8pp |
| Employer contribution / active EE | $6,256 | $4,069+53.7% | $4,936+26.7% | $2,727+129.4% |
| Participant deferral / active EE | $12,169 | $7,996+52.2% | $8,071+50.8% | $4,649+161.7% |
| Admin fee / account holder | $168 | $338-50.4% | $13,005-98.7% | $433-61.3% |