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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 27 501 COMMERCE STREET · NASHVILLE, TN 37302 | Advisory (Plan) | $203,992 |
Filed as: ASSOCIATED PENSION CONSULTANTD, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $3,780 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 | Contract Administrator | $3,780 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $138,578 | $101,672+36.3% | $147,117-5.8% | $74,478+86.1% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.2%+7.3pp | 67.2%+22.3pp |
| Annual return | 15.40% | 8757.83%-8742.4pp | 420.54%-405.1pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $34 | $3,813-99.1% | $4,932-99.3% | $2,626-98.7% |
| Participant deferral / active EE | $13,495 | $7,305+84.7% | $8,065+67.3% | $4,350+210.2% |
| Admin fee / account holder | $567 | $1,753-67.7% | $12,993-95.6% | $1,946-70.9% |