Filed January 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,840 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 · EIN 13-4064930 | Advisory (Plan) | $25,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,611 | $103,024-8.2% | $112,040-15.6% | $79,634+18.8% |
| Participation rate | 27.8% | 80.6%-52.7pp | 76.5%-48.7pp | 62.5%-34.7pp |
| Annual return | 22.71% | 17.60%+5.1pp | 24.52%-1.8pp | 36.46%-13.8pp |
| Employer contribution / active EE | $1,366 | $3,015-54.7% | $2,954-53.7% | $2,529-46.0% |
| Participant deferral / active EE | $3,648 | $5,233-30.3% | $5,098-28.4% | $3,835-4.9% |
| Admin fee / account holder | $396 | $465-14.9% | $12,098-96.7% | $1,002-60.5% |