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| 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 | Custodial (other than securities); Di... | $2,364 |
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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% | $444,773-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 42.7%-42.7pp | 2.5%-2.5pp |
| Annual return | 3.65% | 8.25%-4.6pp | 6.38%-2.7pp | 8.25%-4.6pp |
| Employer contribution / active EE | $114,215 | $18,668+511.8% | $39,647+188.1% | $18,668+511.8% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $58-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $37,010-100.0% | $200-100.0% |