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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $22,969 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,388 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,870 | $79,209-14.3% | $102,434-33.7% | $74,459-8.9% |
| Participation rate | 77.6% | 74.8%+2.8pp | 76.5%+1.1pp | 67.2%+10.4pp |
| Annual return | 22.14% | 54.98%-32.8pp | 29.46%-7.3pp | 1369.70%-1347.6pp |
| Employer contribution / active EE | $6,191 | $2,362+162.1% | $3,023+104.8% | $2,626+135.8% |
| Participant deferral / active EE | $12,952 | $4,417+193.2% | $5,055+156.2% | $4,350+197.8% |
| Admin fee / account holder | $302 | $2,002-84.9% | $9,462-96.8% | $1,945-84.5% |