Filed June 12, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN L.P Service code 19 · EIN 13-4064930 ONE NORTH LEXINGTON AVENUE · WHITE PLAINS, NY 10601 | Securities Custodian | $23,042 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,099 | $37,117-43.2% | $147,618-85.7% | $55,191-61.8% |
| Participation rate | 97.4% | 63.6%+33.8pp | 84.6%+12.7pp | 69.2%+28.2pp |
| Annual return | 0.42% | 3.44%-3.0pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,787 | $1,620+10.3% | $5,564-67.9% | $1,899-5.9% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $39 | $86-54.8% | $11,612-99.7% | $91-57.4% |