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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $17,351 |
CARON & BLETZER, PLLC1 year Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $10,800 |
PASI, LLC1 year Filed as: PASI,LLC Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $9,319 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,655 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,130 | $81,276+111.8% | $155,574+10.6% | $80,925+112.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 24.47% | 33.36%-8.9pp | 64.87%-40.4pp | 35.65%-11.2pp |
| Employer contribution / active EE | $8,824 | $3,103+184.4% | $4,676+88.7% | $2,756+220.1% |
| Participant deferral / active EE | $8,014 | $3,453+132.1% | $5,629+42.4% | $4,299+86.4% |
| Admin fee / account holder | $309 | $7,993-96.1% | $15,914-98.1% | $6,940-95.5% |