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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS2 years Filed as: ALLIANCE BERNSTREIN LP Service code 27 501 COMMERCE STREET · NASHVILLE, TN 37302 | Advisory (Plan) | $23,947 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,055 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $480 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,842 | $102,317-14.1% | $146,958-40.2% | $80,856+8.6% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.2%+2.4pp | 67.6%+16.9pp |
| Annual return | 12.16% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $255 | $7,941-96.8% | $12,998-98.0% | $6,918-96.3% |