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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 04-6948485 | Investment Management | $154,236 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 28 · EIN 13-3637899 | Investment Management | $106,261 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 13.48% | 8.35%+5.1pp | 9.78%+3.7pp | 18.35%-4.9pp |
| Employer contribution / active EE | $27,632 | $16,968+62.8% | $46,889-41.1% | $14,669+88.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |