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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 · EIN 13-4064930 | Advisory (Plan) | $117,046 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,717 |
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 | $105,899 | $82,163+28.9% | $125,381-15.5% | $64,819+63.4% |
| Participation rate | 86.7% | 77.9%+8.8pp | 82.4%+4.3pp | 71.5%+15.2pp |
| Annual return | -15.65% | 3.49%-19.1pp | 572.31%-588.0pp | 32.84%-48.5pp |
| Employer contribution / active EE | $7,112 | $3,616+96.7% | $4,815+47.7% | $2,507+183.7% |
| Participant deferral / active EE | $9,914 | $7,175+38.2% | $7,448+33.1% | $4,311+130.0% |
| Admin fee / account holder | $281 | $163+72.3% | $10,007-97.2% | $188+49.7% |