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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $147,617-85.7% | $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% |