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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 · EIN 13-4064930 | Advisory (Plan) | $119,121 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,426 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,658 | $95,369+31.8% | $135,942-7.6% | $74,440+68.8% |
| Participation rate | 88.0% | 78.2%+9.8pp | 81.9%+6.1pp | 70.7%+17.2pp |
| Annual return | 20.01% | 32.72%-12.7pp | 68.28%-48.3pp | 34.37%-14.4pp |
| Employer contribution / active EE | $5,446 | $3,878+40.4% | $4,858+12.1% | $2,638+106.5% |
| Participant deferral / active EE | $10,375 | $7,788+33.2% | $7,759+33.7% | $4,529+129.1% |
| Admin fee / account holder | $297 | $266+11.6% | $10,764-97.2% | $348-14.5% |