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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $13,745 |
THE BENEFIT PRACTICE6 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $10,241 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,843 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,460 | $55,446-23.4% | $155,574-72.7% | $74,429-43.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.90% | 269.20%-251.3pp | 64.87%-47.0pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $4,941 | $2,266+118.0% | $4,676+5.7% | $2,625+88.2% |
| Participant deferral / active EE | $7,215 | $2,836+154.4% | $5,629+28.2% | $4,348+65.9% |
| Admin fee / account holder | $80 | $1,743-95.4% | $15,914-99.5% | $1,944-95.9% |