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 year Filed as: ALLIANCEBERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $102,502 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $32,360 |
FNZ TRUST COMPANY1 year Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $2,364 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $618,728-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 37.8%-37.8pp | 2.9%-2.9pp |
| Annual return | 3.65% | 8.39%-4.7pp | 2.61%+1.0pp | 8.39%-4.7pp |
| Employer contribution / active EE | $114,215 | $18,340+522.8% | $36,531+212.7% | $18,340+522.8% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $87-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $69,555-100.0% | $200-100.0% |